U.S. Large-Cap Capex by Company
Despite DeepSeek’s market impact, leading AI companies are likely to continue using advanced GPUs, with hyperscalers expected to increase AI infrastructure investments.
Image: Goldman Sachs Global Investment Research
Despite DeepSeek’s market impact, leading AI companies are likely to continue using advanced GPUs, with hyperscalers expected to increase AI infrastructure investments.
Image: Goldman Sachs Global Investment Research