Goldman Sees AI Spending Reaching 1.4 Trillion

Goldman Sachs forecasts US spending on artificial intelligence will reach 1.4 trillion dollars by late 2027. The brokerage expects AI to remain the dominant driver of business investment growth despite regulatory and financing concerns.

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The words "AI Artificial Intelligence" and a keyboard in this illustration taken October 19, 2026. REUTERS/Dado Ruvic/Illustration

Goldman Sachs Group Inc projects annualized spending on artificial intelligence hardware and intellectual property will climb to $1.4 trillion by late 2027 in the United States. That figure represents nearly 4% of the broader economy. AI will drive business investment growth through the period, with spending projected to surpass $900 billion by late 2026.