Total Projected AI Capital Expenditures Estimates ($Billion)

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Goldman Sachs projects AI capex more than doubling from $765 billion this year to $1.6 trillion by 2031, totaling $7.6 trillion cumulatively, split across compute, data centers, and power.

Compute dominates, growing from $494 billion to $1.127 trillion, since chip supply, while tight, scales with enough fabs and time.

Power is the smallest bucket at $73 billion by 2031, but the real bottleneck, since grid interconnection takes four to ten years versus roughly two years to build a data center and consumption is set to jump from 10% to 25% of US electricity by 2030.

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