Goldman Sachs: AI Investment to Drive 8% US Capex Growth Next Year
11/12/2026 — 11/12, 21:19·1 sources (all)·1 reports (all)
Key takeaways
- A Goldman Sachs research note dated November 11 projects that AI investment will lift US real business fixed investment by 8% next year, wel…
Background & analysis
Goldman Sachs issued a research report on November 11 projecting that AI investment will serve as the primary driver of corporate capital spending growth in the United States in 2027. The report forecasts that AI investment will push real business fixed investment to rise by 8% next year, a figure well above the 4.2% consensus expectation, and that it will support 2.4% growth in US real GDP. On the investment scale, Goldman Sachs expects US spending on AI-related hardware and intellectual property to reach an annualized level above $900 billion by the end of 2026, an increase of roughly $550 billion over 2025. By the end of 2027, the firm projects that figure will climb further to $1.4 trillion, equivalent to around 4% of US GDP, with roughly $500 billion in new investment added over the full year. As of the available reporting, the findings remain a forward-looking forecast, with no follow-up data release or independent confirmation from other institutions, leaving the matter at the stage of a published projection with no subsequent developments.
AI-generated from 1 reports · updated 23 hours ago
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In a November 11 research note, Goldman Sachs said AI investment will drive 8% growth in real US business fixed investment next year, well above the 4.2% consensus, and support 2.4% real GDP growth. The bank expects US AI hardware and IP investment to reach a $900 billion annualized run rate by the end of 2026 and $1.4 trillion by the end of 2027, roughly 4% of GDP.
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