According to潮向 Research, a Goldman Sachs report dated August 2 indicates that the market commonly estimates AI investment using a $800 billion capex figure for hyperscalers in 2026, which actually underestimates global spending by approximately $200 billion. After adjustments for private companies and non-U.S. enterprises, Goldman Sachs estimates global AI investment in 2026 at approximately $1.019 trillion, with U.S. investment at about $581 billion. Three independent estimation methods—the expanded hyperscaler approach, gross profit adjustment method, and trade data method—yield highly consistent results. AI investment as a share of U.S. GDP is projected to rise from 1.8% in 2026 to 2.5% in 2027 and reach 2.8% in 2028, entering the historical range of infrastructure cycles for general-purpose technologies.
Goldman Sachs: Global AI Investment to Reach $1.02 Trillion by 2026
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Summary
Goldman Sachs reported on August 2 that global AI investment is projected to reach $1.019 trillion by 2026, exceeding the $800 billion estimate. The U.S. will account for $581 billion. Three methods—augmented hyperscale, gross profit adjustment, and trade data—yielded consistent results. AI investment is expected to reach 2.8% of U.S. GDP by 2028. Amid growing news surrounding AI and crypto, global crypto policy remains a key factor in shaping future technology and financial trends.
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