Goldman Sachs Sees Global AI Investment Topping $1 Trillion by End-2026

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.