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Open original source ↗Compute is expected to represent the largest share of AI capex from 2026 through 2031 at $5.1 trillion, per Goldman Sachs, followed by physical data center infrastructure and then power.
$NVDA $AMD $AVGO
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Goldman Sachs' baseline estimate for AI capex from 2026 through 2031 projects annual spending to grow from $765 billion in 2026 to $1.64 trillion in 2031. Cumulative spending is expected to reach $7.6 trillion across compute, data centers, and power infrastructure. $NVDA $AVGO $AMD
Beth_Kindig ↗