Goldman Sachs: AI Investment to Continue Driving U.S. Economic Growth Next Year, Capex Growth Could Reach 8%
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Author:小编   

A Goldman Sachs research report dated November 11 forecasts that AI investment will continue to dominate U.S. corporate capital expenditure growth through 2027, driving real business fixed investment growth of 8%—far outpacing the market consensus of 4.2%—and supporting U.S. real GDP growth of 2.4%. Goldman Sachs expects U.S. AI-related hardware and intellectual property investment to reach an annualized level of more than $900 billion by the end of 2026, an increase of roughly $550 billion compared with 2025; by the end of 2027, it is projected to climb to $1.4 trillion, accounting for about 4% of U.S. GDP, with approximately $500 billion in net new investment for the full year.