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Goldman Sachs report explores the supply-side variables that could dramatically shift the estimated $7.6 trillion investment in AI infrastructure through 2031.
Goldman Sachs estimates $7.6 trillion in cumulative AI infrastructure capex between 2026 and 2031.
KEY POINTS
- The economic useful life of AI chips is the most influential variable for total investment needed.
- Higher power density and liquid cooling requirements are significantly increasing data center costs per megawatt.
- Physical bottlenecks in power, labor, and equipment are slowing the AI infrastructure build-out's pace.
- The supply-side risks—especially chip lifespan and grid capacity—are as critical as market demand for ROI.
COMPANIES
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