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May 9, 2026 · Industry Insights

Is AI a Bubble? Goldman Sachs Projects $7.6 Trillion AI Infrastructure Over the Next Five Years

Goldman Sachs’ analysis models AI capital expenditure, showing a $7.6 trillion cumulative investment from 2026‑2031 and highlighting four key variables—chip lifespan, data‑center costs, architecture mix, and construction delays—that determine whether AI infrastructure spending will expand or contract.