AI Development
Goldman Sachs forecasts global AI investment to exceed $1 trillion in 2026
Editorial Analysis
Goldman Sachs Research estimates global AI-related investment will exceed $1 trillion in 2026, including about $581 billion in the US. The figure adjusts conventional hyperscaler capex projections by incorporating non-hyperscaler public companies, private firms, and non-US investment, while attributing incremental spending since 2022 largely to AI. Cross-checks using gross profits and trade data support a similar total. The firm projects AI capex rising further as a share of GDP through 2028.
At a Glance
Date
August 7, 2026
Importance
Medium
3/5
Category
markets
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