Goldman Sachs Sees $1.2 Trillion in Big Tech AI Infrastructure Spend in 2027
September 28, 2026 · Infrastructure Goldman Sachs now projects that Amazon, Alphabet, Microsoft, Oracle, and Meta will spend a combined $1.2 trillion on AI infrastructure…
AI infrastructure
TCS Plans $7.4B AI Data-Center Campus
September 7, 2026 · Infrastructure Tata Consultancy Services said a unit will invest up to $7.4 billion in an AI data-center campus, according to Reuters….
Dell AI Server Boom: $60B Orders and $192B Outlook
September 2, 2026 · Infrastructure Dell Technologies reported a fiscal second quarter that put the AI infrastructure boom in hard numbers. Revenue reached about $47.0…