🇺🇸 $7.6 trillion in AI CAPEX by 2031 ? Striking but what really bothers me in Goldman Sachs’ estimates is the tiny share allocated to electricity. 📊 Over the full period, Goldman expects around $5.1 trillion to be spent on compute, more than $2.1 trillion on data centers and #AI #GoldmanSachs #TechInvestment #US







