“AI will remain the dominant driver of business investment growth in 2027: US business investment will grow 8% on a quarterly basis in 2027, nearly double the 4.2% consensus forecast, with AI-related investment directly adding 5.3 percentage points to 2027 capex growth including semiconductor investment (4.3 percentage points excluding semiconductors).”
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 2027 BEA business fixed investment data versus the 4.2% consensus Goldman cited.