Goldman Sachs warns: AI capital expenditure boom may drag down short-term ROE of hyperscale cloud enterprises
Show original
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!
A welcome pack worth 6200 USDT for new users! Sign up now!
In the coming years, the rising depreciation costs of hyperscale cloud service providers (Hyperscalers) will erode part of the profit-boosting effect on the S&P 500 index—an advantage that previously mainly benefited from the increase in ROE driven by higher semiconductor industry profit margins. Expand
0
0
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now！
You may also like
Elon Musk speaks out again: It would be my honor to hire Jensen Huang
On November 12 local time, the well-known financial commentary account ZeroHedge posted on social platform X, calling out to Musk: "Elon please hire Jensen." Musk immediately responded: "That would be an honor."
华尔街见闻•2026/11/12 06:36
5 Days of Bitcoin ETF Outflows, Brought to You Mostly by BlackRock
BeInCrypto•2026/11/12 06:33
Crypto prices
More
Bitcoin
BTC
$73,333.43
-0.33%
Ethereum
ETH
$2,038.16
-0.84%
Tether USDt
USDT
$0.9987
-0.01%
BNB
BNB
$673.94
-0.74%
USDC
USDC
$0.9998
+0.00%
XRP
XRP
$1.04
-1.57%
Solana
SOL
$82.48
-0.07%
TRON
TRX
$0.3166
-0.24%
Hyperliquid
HYPE
$70.86
-1.01%
Zcash
ZEC
$977.2
-0.75%
How to buy BTC
Bitget lists BTC – Buy or sell BTC quickly on Bitget!
Trade now
Become a trader now?A welcome pack worth 6200 USDT for new users!
Sign up now