Goldman Sachs says artificial intelligence, or AI, is set to become the main force behind US business investment by 2027.
It is expecting AI spending to hit $1.4 trillion, almost 4% of the entire US economy.
By late 2026, companies could already be pouring over $900 billion into AI, showing just how central it's becoming for growth.
Goldman projects nearly double investment growth
AI isn't just a tech buzzword; it's actually expected to give a real boost to business spending and the economy.
Thanks mostly to AI, Goldman predicts AI will push capital spending up by 5.3% points and add a solid bump to GDP growth in 2027.
Even if you take out chips, there's still noticeable growth thanks to AI.
And despite some worries about higher borrowing costs or new rules, Goldman doesn't see much risk slowing down this wave of investment, projecting business investment growth at nearly double what most experts expect for that year.