# Goldman Sachs lifts its 2026 forecast for U.S. business investment to 7.8%.

*genai, business · news · 2026-05-26 · Benzinga*

## Key points

- Goldman Sachs raised its 2026 U.S. business investment forecast from 6.5% to 7.8%.
- AI-related spending is on track to surpass $800 billion annually by the end of 2024.
- AI investments now significantly include servers, power infrastructure, and R&D beyond just chips.
- Goldman projects new OBBBA tax incentives will boost 2026 capex growth by about 3 percentage points.
- Tariff-driven drag on capex growth is expected to drop from 1.5pp in 2025 to 0.7pp in 2026.

**Companies:** Goldman Sachs
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/05/52778706/ai-capex-800-billion-goldman-2026-forecast)

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