Global AI investment forecast to exceed $1 trillion in 2026
Goldman Sachs Research adjusted widely used hyperscaler spending measures to estimate AI investment more broadly. A post citing its work puts the 2026 total at $1.019 trillion, including $581 billion in the US.
TLDR
A post citing Goldman Sachs Research puts 2026 global AI investment at $1.019 trillion, about $200 billion above the hyperscaler figure markets track. It says Goldman expects US AI investment to rise from 1.8% of GDP in 2026 to 2.8% in 2028, while the global share rises from 0.9% to 1.4%. To estimate AI spending, the post says Goldman uses hyperscalers' 2022 capital spending as a pre-boom baseline and excludes financial leases where possible to avoid double counting.
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