Goldman Sachs expects AI-related capital spending to approach $800 billion in 2026, a level it says could create a potential inflation challenge for the U.S. Federal Reserve.
According to NS3.AI, TrendForce estimates the nine largest cloud providers will spend about $830 billion in 2026, up roughly 79% from the previous year.
The report also noted weakness in crypto markets, with Bitcoin sliding to around $63,600 by June 4.
It added that Bitcoin ETFs recorded an 11-session streak of net outflows totaling about $3.45 billion.
AI TRENDS | Goldman Sachs Sees AI Capex Near $800B in 2026 as Bitcoin Slides to $63,600
2026-06-06 17:10:32
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