Even without widespread productivity gains, AI is drastically reshaping capital expenditure. The “hyperscalers”—the massive tech companies providing cloud and AI infrastructure—are driving an unprecedented spending boom. Analysts have revised their 2026 capex expectations for these tech giants to an astonishing $667 billion, a 24% increase from just the start of the earnings season and representing a 62% jump compared with 2025. Goldman Sachs anticipates that this AI spending will contribute roughly 1.5 percentage points to measured capex growth this year, though its net impact on overall GDP growth will be a minimal 0.1 to 0.2 percentage points owing to a heavy reliance on imported capital goods.
迈入“十五五”，良好的开局是成功的一半。
。爱思助手下载最新版本对此有专业解读
This is how it works now:
重点区域示范，引领效应日益凸显
Концерт соведущего Сабурова в «ЧБД» отменили в МосквеСольный концерт соведущего Сабурова в «ЧБД» Щербакова отменили в Москве