AIBullishBlockonomi · 3h ago7/10
🧠
Goldman Sachs Maps $7.6 Trillion AI Infrastructure Spending Through 2031
Goldman Sachs projects $7.6 trillion in cumulative AI infrastructure capital expenditure between 2026 and 2031, with Nvidia expected to capture 75% of the $5.1 trillion compute layer. Power emerges as the critical bottleneck despite representing only $358 billion of total spending, with companies like Vistra securing long-term nuclear partnerships to support AI deployment.
🏢 Nvidia