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Goldman Sachs Economist Expects Hyperscaler Investment’s GDP Share Change to Peak in Q4
Jan Hatzius expects the share of U.S. GDP represented by hyperscaler investment to post its largest year-over-year change in the fourth quarter.

Hatzius expects the share of U.S. GDP represented by hyperscaler investment to post its largest year-over-year change in the fourth quarter.
Earlier coverage examined AI spending and S&P 500 earnings growth.