🇪🇸 Goldman Sachs: Global AI Spending to Top $1 Trillion in 2026

🇪🇸 Goldman Sachs: Global AI Spending to Top $1 Trillion in 2026

• Goldman Sachs Research now projects $1 trillion of global AI-related investment in 2026 — well above the commonly cited $794B hyperscaler capex figure
• The US alone accounts for $581 billion; cumulative AI investment since 2022 could hit $1.8 trillion by year-end
• AI capex is projected to climb from 1.8% of US GDP in 2026 to 2.8% by 2028
• "All leading indicators rank near the top end of their range since 2022" — signaling the buildout isn't slowing yet

💡 Why it matters: The scale and durability of AI capex is a key swing factor for equity markets, credit issuance, and power/infrastructure demand — investors are watching for signs of when this spending cycle finally peaks.

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