Goldman Sachs: AI investment will drive US economic growth to 2.4% in 2027

Goldman Sachs predicts that AI investment will drive corporate capital spending in the U.S. to grow by 8% in 2027, actual commercial fixed investment to grow by 8%, and actual GDP to grow by 2.4%. AI-related hardware and intellectual property investment in the U.S. will reach over $900 billion annually by the end of 2026 and rise to $1.4 trillion by the end of 2027.