Terrifying sentence from Goldman Sachs: “Hyperscalers will need financing from across markets, structures, and currencies as they potentiall…

Terrifying sentence from Goldman Sachs: “Hyperscalers will need financing from across markets, structures, and currencies as they potentially bump up against saturation considerations in liquid credit markets …” At the point the question for me is not whether hyperscaling will collapse but how bad the collateral damage will be. Goldman Sachs is now saying the AI race has become a $5.3T capital-spending cycle. with that figure covering expected hyperscaler spending on AI and data centers from 2025 through 2030. AI infrastructure is starting to strain normal financing channels, because the same few hypers…

Source: Gary Marcus (X) | 2026-06-20