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AMZN, MSFT, GOOGL Need $1 Trillion in Revenue To Earn 15% Return on AI Capex — Here's What Goldman Says About Their $1.69 Trillion Backlog
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Article summary
Goldman Sachs notes Big Tech's $1.7T cloud backlog covers 60% of the $1T revenue needed by 2030 to de-risk AI investments.
An excerpt from the original article.
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