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Goldman puts Big Tech’s AI commitments at $4.11 trillion

Nov 5, 2026 03:25 (4h ago)

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Goldman Sachs estimates five hyperscalers hold $3.6 trillion in lease and purchase commitments.
75% of hyperscalers’ lease obligations have not yet begun, according to Goldman Sachs.
Nvidia, Broadcom and SpaceX lift total off-balance-sheet commitments to about $4.11 trillion.