Goldman Sachs projects a $7.6 trillion investment in AI infrastructure from 2026 to 2031, driven by hyperscalers' capital expenditures rising from $800 billion in 2026 to $1.4 trillion in 2028. Unlike the first AI boom focused on processors, the next phase will reward companies supplying memory, networking, power, and cooling systems essential for AI operations. This shift highlights the growing importance of physical infrastructure and energy consumption in AI's expansion, offering new investment opportunities beyond chipmakers. The trend signals a durable AI buildout, emphasizing sectors like memory producers, networking equipment, and electrical infrastructure providers.
Goldman Sachs' projection of a $7.6 trillion AI spending boom from 2026 to 2031 is presented here with Pluang's Technology sector market snapshot as of Sep 26, 2026 16:51 WIB: out of 150 priced US tech stocks, 66 rose and 82 fell. Notable movers include Zscaler Inc (ZS) at USD 193.05 with a 1-day change of -10.06% and a typical hold time of 41 days, Twilio Inc (TWLO) at USD 275.80 down 7.96% but with 100% buy order activity, and Credo Technology Group Holding Ltd (CRDO) at USD 210.97 up 7.65% with 77% sell order activity. The most notable figure is Zscaler Inc's -10.06% daily decline.
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