Goldman Sachs analysts said in a recent report that global investment in artificial intelligence is set to exceed $1 trillion by the end of 2026, with US AI investment approaching $600 billion. In dollar terms, the projected US figure would account for roughly 60% of the global total. The bank's research unit, using its own estimate of AI investment preferences, calculated how much of US gross domestic product AI investment will account for by 2028. US AI capital expenditure as a share of GDP is expected to rise from 1.8% in 2026 to 2.5% in 2027 and 2.8% in 2028. Globally, AI investment as a share of world GDP is projected to climb from 0.9% in 2026 to 1.3% in 2027 and 1.4% in 2028. The US ratio is therefore roughly double the global ratio in each of those years, indicating the scale of AI spending expected in the American market. The figures come from Goldman Sachs Research and were reported by Odaily.
Goldman Sachs analysts said in a new report that global AI investment will surpass $1 trillion by the end of 2026. The US is expected to account for close to $600 billion of that total.
Goldman Sachs Research, using its own estimate of AI investment preferences, calculated how AI investment will stack up against US GDP by 2028. The bank expects US AI capital expenditure to rise from 1.8% of GDP in 2026 to 2.5% in 2027 and 2.8% in 2028.
On a global basis, AI investment is projected to represent 0.9% of world GDP in 2026, 1.3% in 2027 and 1.4% in 2028. Odaily reported the findings.
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