AI capex
Discussion split between concerns that AI capex must generate sufficient returns and optimism that technological gains make conventional financial frameworks inadequate. Goldman Sachs was reported as expecting hyperscaler AI infrastructure spending to reach $1.2 trillion in 2027, while David Woo argued that debt-funded spending, negative free cash flow and off-balance-sheet commitments are pressuring bond markets.23 Jordi Visser took the opposing view that AI capex is largely independent of Fed policy because compute is transforming productivity and growth.4
Where the voices land
Nobody took a position in september 2026.
Mentions
4 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Dario Perkins 1 mention
- Walter Bloomberg 1 mention
- Jordi Visser 1 mention
- David Lin 1 mention
See what your own voices say about AI capex, every morning.
Start a desk