Goldman Sachs estimates AI computing power gamble: Six giants need to earn an additional 1.42 trillion dollars between 2028-2030 to support a 15% ROIC

According to Jinse Finance APP, Goldman Sachs recently released a research report on the U.S. technology sector, aiming to estimate the scale of the AI economy required to justify the ROIC of hyperscale cloud providers' AI capital expenditure. The report focuses on a core market debate: as the top U.S. hyperscale cloud providers are making substantial investments in AI computing power, can this massive capital expenditure achieve reasonable returns in the future? The report establishes a quantitative assessment framework, conducting stress tests on the returns of 2026-2027 computing power investments for six companies—Google, Amazon, Microsoft, Meta, Oracle, and SpaceX—to provide a reference for the profitability prospects of AI infrastructure investment.