高盛预测2026年全球AI投资达1.019万亿美元
高盛最新报告显示AI投资规模超预期，美国投资增速快于全球，了解这些数字对把握AI行业趋势很重要。
高盛研究预测2026年全球AI投资将达到1.019万亿美元，其中美国将支出5810亿美元。这一数字比市场追踪的超大规模企业数据高出约2000亿美元。高盛预计美国AI投资占GDP比例将从今年的1.8%上升到2028年的2.8%，全球占比则从0.9%增至1.4%。
Goldman Sachs Research: puts 2026 global AI investment at $1.019T, with $581B spent in the US.
About $200B above the hyperscaler figure markets track.
Goldman also expects US AI investment to climb from 1.8% of GDP this year to 2.8% in 2028, while the global share rises from 0.9% to 1.4%.
To isolate AI spending, the economists treat hyperscalers' 2022 capex as a pre-boom baseline and count nearly everything above it in 2026 as AI investment.
They also exclude financial leases where possible, because another company may already have counted the same hardware as its own capex.
This is because, Hyperscalers such as Microsoft, Amazon and Google were already spending heavily on data centers before the AI boom, for cloud storage, search, video and advertising. Their capex reports don't split that ordinary spending from AI spending, so Goldman needed a way to estimate how much of the 2026 total is actually AI.
--- Link to full report in comment.
