高盛周三预测，到2027年底，与人工智能相关的硬件和知识产权的年化支出将攀升至1.4万亿美元，相当于美国经济总量的近4%。
Goldman Sachs on Wednesday forecast annualized spending on artificial intelligence-related hardware and intellectual property will climb to $1.4 trillion by the end of 2027, equivalent to nearly 4% of the US economy.
该机构表示：“人工智能仍将是2027年企业投资增长的主导驱动力。”并预测到2026年底，相关支出将超过9000亿美元。以下是一些细节：这一观点出台之际，市场正担心借贷成本上升和投资者审查收紧可能会抑制与人工智能相关的资本支出，特别是在企业更加依赖债务融资扩张的情况下。本月早些时候美国中期选举中民主党的胜利引发了人们对数据中心开发监管收紧的担忧，但高盛表示，选举结果对人工智能投资造成的风险有限。
"AI will remain the dominant driver of business investment growth in 2027," the brokerage said, forecasting spending to exceed $900 billion by the end of 2026.
高盛估计，人工智能相关投资将直接推动2027年资本支出增长（包括半导体投资）5.3个百分点，并推动美国GDP增长0.6个百分点。高盛称：“半导体投资在商业投资统计中被低估了，且大部分信息处理设备都是进口的，因此在GDP中被抵消了。”该经纪公司表示，剔除半导体投资后，人工智能驱动的投资将使2027年资本支出增长4.3个百分点，并仅使美国GDP增长0.2个百分点。
总体而言，高盛预测2027年美国商业投资按季度计算将增长8%，几乎是4.2%的共识预测的两倍
Here are some details: The view comes amid concerns that rising borrowing costs and increased investor scrutiny could curb AI-related capital spending, particularly as companies lean more heavily on debt-funded expansion Democrats' victories in the US midterm elections earlier this month sparked concerns over tighter regulation of data-center development, but Goldman Sachs said the outcome poses only limited risks to AI investment Goldman estimates AI-related investment will directly boost 2027 capex growth, including semiconductor investment by 5.3 percentage points and US GDP growth by 0.6 percentage points "Semiconductor investment is undercounted in the business investment statistics, and most information processing equipment is imported and is thus netted out of GDP," Goldman said Excluding semiconductor investment, AI-driven investment will boost 2027 capex growth by 4.3 pp and US GDP growth by only 0.2 pp, the brokerage said Overall, Goldman forecasts US business investment growth at 8% on a quarterly basis in 2027, nearly double the consensus forecast of 4.2%