Goldman and Apollo Economists Warn AI Spending Outruns Payoff
Goldman's Hatzius sees the AI growth impulse peaking in late 2026 or early 2027; Apollo's Slok finds no payoff outside the Mag 7 as capex outruns returns.
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Goldman's Hatzius sees the AI growth impulse peaking in late 2026 or early 2027; Apollo's Slok finds no payoff outside the Mag 7 as capex outruns returns.
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