Goldman Sachs' latest report indicates that the focus of AI investment is expanding from the technological sector to the real economy. While the high-speed construction of computing power, electricity, and data centers continues, AI technology has accelerated its penetration into tangible sectors such as manufacturing, energy, logistics, defense, life sciences, and robotics. It is projected that global capital expenditure in AI-related computing, data centers, and electricity will reach $7.6 trillion from 2026 to 2031, with annual investments rising from $765 billion in 2026 to $1.64 trillion in 2031. Among them, AI investments by hyperscale cloud providers may exceed $6 trillion by 2030. The report emphasizes that the core elements of future AI competition will extend to dimensions such as optimizing capital structure, ensuring stable energy supply, accumulating industrial data, engineering capabilities, and efficiency in large-scale deployment.