https://www.live-feeds.com/feed/here-comes-the-ai-capex-shocker-goldman-sachs-saysContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/here-comes-the-ai-capex-shocker-goldman-sachs-sayshttps://www.live-feeds.com/feed/here-comes-the-ai-capex-shocker-goldman-sachs-says#u59651Mon, 07 Sep 2026 08:50:33 +0000Goldman Sachs warns that dropping AI token prices could damage S&P 500 valuations unless compute demand rises sharply. This warning highlights growing concerns over compute oversupply in the artificial intelligence sector. Previously, projections indicated global AI infrastructure spending would reach $31.6 trillion by 2050 to support data centers and workload growth. Analysts now focus on whether compute demand can keep pace with supply. If token pricing continues to slide, broader market valuations face significant pressure. The tension between heavy capital expenditure and falling token https://www.live-feeds.com/feed/here-comes-the-ai-capex-shocker-goldman-sachs-sayshttps://www.live-feeds.com/feed/here-comes-the-ai-capex-shocker-goldman-sachs-says#u55075Thu, 03 Sep 2026 03:13:05 +0000Global investment in AI infrastructure is projected to reach $31.6 trillion by 2050, driven by the AI boom. This forecast is led by Goldman Sachs and supported by multiple sources, indicating a significant increase in data center spending. The surge in AI adoption across industries is fueling this growth, with data centers playing a crucial role in supporting AI workloads.Why it mattersThe rapid growth of AI technology is transforming industries and driving significant investments in infrastructure. Data centers are at the forefront of this trend, as they provide the necessary computing power