'Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion' - Bloomberg
https://www.bloomberg.com/news/articles/2026-09-25/goldman-sees-hyperscaler-ai-capex-rising-50-to-1-2-trillion
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Elon Musk says SpaceXAI’s Colossus 2 could reach 1.21 million Nvidia chips by year-end, despite power, cooling and networking bottlenecks.
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https://www.bloomberg.com/news/articles/2026-09-25/goldman-sees-hyperscaler-ai-capex-rising-50-to-1-2-trillion
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