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Why AI Companies May Invest More than $500 Billion in 2026 WEBSITE retrieval pending

Goldman Sachs Research · 2025-12-18 · no page hash: the reader saw a rendering, not the bytes · created seq 10228

Link: https://www.goldmansachs.com/insights/articles/why-ai-companies-may-invest-more-than-500-billion-in-2026 · read at 2026-09-28T21:44:51Z · held by reference: only the link, the quoted excerpts with their hashes, and the page hash when the reader had the bytes are stored

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QUOTE `{}`	The consensus estimate among Wall Street analysts for the group’s 2026 capital spending is now $527 billion, up from $465 billion at the start of the third-quarter earnings season, continuing a trend of upward revisions. Equity gains hav...