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Amazon, Microsoft and Alphabet need $1T in 2028-2030 revenue for 15% AI ROIC

Verifying
  • Amazon, Microsoft and Alphabet require $1 trillion in 2028-2030 revenue for AI infrastructure returns.
  • $1,687.9 billion combined backlog covered 59% of the companies' required revenue.
  • Goldman's framework assumes 29 gigawatts of added capacity and 85% utilization by 2030.
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