---
format: "aidr-story-markdown/v1"
id: "204daa415c18681ae07d241c3cbdbcf050c588d03a84ea44722b09c1ee5a2905"
canonical_url: "https://aidr.today/204daa41?lang=vi"
title: "Goldman dự báo chi tiêu AI 1,2 nghìn tỷ USD cho hyperscalers Mỹ vượt mục tiêu"
lang: "vi"
requested_lang: "vi"
available_langs: ["en","vi"]
translation_fallback: null
fallback_fields: []
published_at: "2026-09-25T12:40:42.000Z"
category: "Industry"
topics: ["funding","infra","chips","microsoft","amazon","meta","google","nvidia"]
source_urls: ["https://marketbrief.now/ai/goldman-forecasts-12t-ai-spend-for-us-hyperscalers-to-beat-consensus-83bb05dd","https://x.com/DeItaone/status/2103459190488305721","https://huggingnews.com/ai/goldman-forecasts-12t-ai-spend-for-us-hyperscalers-to-beat-consensus-83bb05dd","https://x.com/firstadopter/status/2103464930401722526","https://x.com/rohanpaul_ai/status/2103503133377016186","https://x.com/MilkRoadAI/status/2103490695675924914","https://huggingnews.com/ai/update-goldman-projects-12-trillion-ai-spend-for-top-5-us-hyperscalers-i-817c6bff","https://marketbrief.now/ai/update-goldman-projects-12-trillion-ai-spend-for-top-5-us-hyperscalers-i-817c6bff"]
summary: "Amazon, Alphabet, Microsoft, Oracle và Meta đang đầu tư khoảng 800 tỷ USD vào hạ tầng công nghệ năm nay. Goldman Sachs dự báo chi tiêu AI sẽ đạt 1,2 nghìn tỷ USD, vượt quá dự báo đồng thuận."
---

# Goldman dự báo chi tiêu AI 1,2 nghìn tỷ USD cho hyperscalers Mỹ vượt mục tiêu

> [Open the canonical story](<https://aidr.today/204daa41?lang=vi>)

**Published:** 2026-09-25T12:40:42.000Z
**Category:** Industry
**Topics:** funding, infra, chips, microsoft, amazon, meta, google, nvidia

## Summary

Amazon, Alphabet, Microsoft, Oracle và Meta đang đầu tư khoảng 800 tỷ USD vào hạ tầng công nghệ năm nay\. Goldman Sachs dự báo chi tiêu AI sẽ đạt 1,2 nghìn tỷ USD, vượt quá dự báo đồng thuận\.

## Sources

- [Story source](<https://marketbrief.now/ai/goldman-forecasts-12t-ai-spend-for-us-hyperscalers-to-beat-consensus-83bb05dd>)
- [Story source](<https://x.com/DeItaone/status/2103459190488305721>)
- [Story source](<https://huggingnews.com/ai/goldman-forecasts-12t-ai-spend-for-us-hyperscalers-to-beat-consensus-83bb05dd>)
- [Story source](<https://x.com/firstadopter/status/2103464930401722526>)
- [Supporting source](<https://x.com/rohanpaul_ai/status/2103503133377016186>)
- [Supporting source](<https://x.com/MilkRoadAI/status/2103490695675924914>)
- [Story source](<https://huggingnews.com/ai/update-goldman-projects-12-trillion-ai-spend-for-top-5-us-hyperscalers-i-817c6bff>)
- [Story source](<https://marketbrief.now/ai/update-goldman-projects-12-trillion-ai-spend-for-top-5-us-hyperscalers-i-817c6bff>)