Goldman Sachs sees AI infrastructure spending rising to $1.64T by 2031
Goldman Sachs projects AI infrastructure spending will grow from $765B in 2026 to $1.64T by 2031, with cumulative spending over $7.6T. compute is the main driver, reaching $1.13T annually by 2031. Data center spending hits $436B, power infrastructure $73B. compute alone tops $1T by 2030.
News sentiment65 · Bullish
Market impact30/100
Event statedeveloping
The headline is open. The market meaning goes deeper.
Preview the analysis BORSA members receive around every material canonical event.
BORSAPLUSUnlock the intelligence behind the signal.
Create free account · 3 views/day