According to CoinMeta, in a research report on August 2, Goldman Sachs pointed out that the market commonly estimates AI investment at $800 billion, which underestimates the global scale of about $200 billion. Goldman Sachs predicts that global AI investment will reach approximately $1.019 trillion in 2026, with the United States accounting for about $581 billion. The proportion of AI investment in the U.S. GDP is expected to rise from 1.8% in 2026 to 2.5% in 2027, and to reach 2.8% in 2028. Short-term leading indicators show that growth still has resilience, but trade data for June and July indicate a moderate decline from extremely high levels. In the first half of 2026, about 8% of nominal investment growth came from price factors, and inflation is eroding the real growth component.