“Annualized spending on artificial intelligence-related hardware and intellectual property will exceed $900 billion by the end of 2026 and climb to $1.4 trillion by the end of 2027, equivalent to nearly 4% of the US economy; AI-related investment will directly boost 2027 US GDP growth by 0.6 percentage points.”
Global Investment Research
Said Nov 11, 2026Deadline Dec 31, 2027Reuters, 'AI to stay dominant force behind US business investment in 2027, Goldman says', November 12, 2026
Resolves against BEA/GDP data and AI-related investment estimates at the end of 2027; an interim checkpoint is whether annualized AI hardware and IP spending exceeds $900 billion by the end of 2026.