AI Investment Is Shifting as Inference, Enterprise Adoption Accelerate
Full report
Reading view
Web report
More from source
More from Goldman Sachs Research

Goldman Sachs ResearchJul 10, 2026
Biotech Stocks Are Projected to Extend Rally Amid Innovation and M&A
Macro

Goldman Sachs ResearchJul 10, 2026
Are US Stock Market Valuations Outpacing Fundamentals?
Macro

Goldman Sachs ResearchJul 15, 2026
Will Space Stocks Outperform the S&P 500?
Macro

Goldman Sachs ResearchJul 2, 2026
GS SUSTAIN: How Aging and Declining Populations Will Drive Product and Company Demand
Macro

Goldman Sachs ResearchJul 2, 2026
An AI Job Apocalypse?
Macro