$7.6 Trillion and Counting: What Goldman Sachs’s AI Infrastructure Forecast Means for the World’s Next Decade
Reading Time: 6 minutesGoldman Sachs projects $7.6 trillion in cumulative AI capital expenditure from 2026 to 2031 — roughly 25% of annual US GDP — split across compute, data centres, and power infrastructure. This essay examines what that scale of private capital allocation signals about the structural forces reshaping technology, energy, and global economic strategy over the next decade.