RESEARCH · GLOBAL
Goldman Sachs forecasts AI infrastructure spending could exceed $1 trillion in 2027
Goldman Sachs research team projects global AI infrastructure capex (data centers, GPUs, compute) will surge past $1 trillion in 2027, up from ~$200B today. Model reflects hyperscaler competition and enterprise buildout. Identifies 3 key AI infrastructure beneficiaries.
WHY IT MATTERS
BFSI capex budgets for AI compute will face margin pressure; partnerships with cloud providers (AWS, Azure, GCP) become strategic necessity; banks competing for limited GPU supply should lock in capacity contracts now; inflation in AI infrastructure costs will persist.
Source: Goldman Sachs Research / The Motley Fool · 2026-06-14