Goldman Sachs Maps $7.6 Trillion AI Infrastructure Spending Through 2031

TLDR: Goldman Sachs projects $7.6 trillion in cumulative AI infrastructure capex between 2026 and 2031. Nvidia is forecast to capture 75% of the $5.1 trillion compute layer over the six-year period. Power is the smallest budget segment at $358 billion but the critical bottleneck for full deployment. Vistra locked in a 20-year, 2,600 MW nuclear [...]

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