Goldman Sachs: AI Investment Focus Shifts to Physical Industries, Capital Expenditure May Reach $7.6 Trillion Over the Next 6 Years

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Mars Finance News: In its latest report, Goldman Sachs stated that the focus of artificial intelligence (AI) investment has begun to shift toward the broader real economy. While computing power, electricity, and data centers are still under rapid construction, AI has simultaneously entered real-world scenarios such as manufacturing, energy, logistics, national defense, life sciences, and robotics. From 2026 to 2031, global AI capital expenditures related to computing, data centers, and electricity will reach approximately $7.6 trillion, with annual spending rising from $765 billion in 2026 to $1.64 trillion in 2031. Hyperscale cloud providers' AI investments may exceed $6 trillion by 2030. The key to future competition is not just models or chips, but capital structure, energy supply, industrial data, engineering capabilities, and deployment capabilities. (Cailianshe)
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