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MORNING BRIEF ☕️: Goldman Sachs estimates global AI investment will exceed $1T in 2026, including around $581B in the U.S. The estimate covers spending by hyperscalers, private companies and businesses worldwide, extending beyond the capex reported by major tech companies.
AI investment is expected to reach 1.8% of U.S. GDP this year and 2.8% by 2028, still within the historical range of major technology investment cycles. The key question is how quickly AI revenues and productivity gains can catch up with the infrastructure being built.
https://x.com/ShillGuard/status/2089240061367697660
Check our Tuesday Insight on the topic. 🤖
https://x.com/ShillGuard/status/2064352036783550469