Goldman Sachs Releases AI Industry Report: Market Underestimates AI Demand, Token Consumption May Surge 24 Times by 2030
Goldman Sachs' latest report suggests the market underestimates AI development needs, forecasting hyperscale data center operators' AI-related capital expenditure to far exceed expectations. Wall Street estimates $920 billion by 2027, while Goldman Sachs calculates $1.1 trillion, potentially rising to $1.4 trillion in an optimistic scenario. Driven by enterprise AI agent adoption, global AI token consumption is projected to surge significantly by....