Oil & Gas industry
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.
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Анна Габай (Редактор отдела «Силовые структуры»)，这一点在旺商聊官方下载中也有详细论述
Владислав Китов (редактор отдела Мир)。业内人士推荐同城约会作为进阶阅读