WS #16914
Holding: newest synthesis is 4d 17h old
Goldman Sachs projects $750 billion in AI-related capital expenditure by major tech firms this year, reinforcing the secular bull case for AI infrastructure. Concurrently, Riot’s strategic pivot to data center financing with Anthropic highlights the evolving business models within the crypto-mining sector, benefiting semiconductor and data center REITs.
AI Infrastructure & Tech Capex
Goldman Sachs projects $750 billion in AI-related capital expenditure by major tech firms this year, reinforcing the secular bull case for AI infrastructure. Concurrently, Riot’s strategic pivot to data center financing with Anthropic highlights the evolving business models within the crypto-mining sector, benefiting semiconductor and data center REITs.