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AI slowdown calls collide with an $800 billion AI investment boom
Goldman Sachs expects the five major US AI hyperscalers to tip $800 billion into AI buildout this year, even as top leaders urge a slower pace for the most powerful models.
Calls to slow development of the most powerful AI models are colliding with a large planned investment push in the United States, raising questions about potential economic impact, Cointelegraph reported. The outlet noted that AI leaders are pressing for a slower pace while US President Donald Trump is pursuing an accelerated approach to compete with China.
Cointelegraph said Trump has announced a so-called Super Intelligence Force led by former SEC boss Jay Clayton. At the same time, the outlet pointed to expectations that five major US based AI hyperscalers will increase spending rapidly.
According to Cointelegraph, Goldman Sachs expects the hyperscalers to tip $800 billion into the AI buildout this year. The story frames the clash as a tug of war within the AI industry between calls for restraint and momentum from major capital commitments.
Cointelegraph also referenced the potential stakes for the US economy as the debate over AI development speed intensifies. The article ties the investment boom to broader concerns about what a slowdown could mean for growth and the stock market.