Thursday, 12 November, 2026
AI’s 18-Month Reckoning: Goldman Sachs Warns Unproven Returns Threaten Speculative Cloud Players
By TechShots Studio
A new Goldman Sachs report warns that massive AI infrastructure spending faces a crucial reality check as businesses struggle to turn adoption into measurable profits. While major hyperscalers remain resilient, specialized "neocloud" providers face severe utilization risks amid tightening financing. Over the next 18 months, markets will separate sustainable AI business models from fragile, over-leveraged bets.
Read full story at LIVEMINT