AI TRENDS | Goldman Sachs Sees AI Capex Near $800B in 2026 as Bitcoin Slides to $63,600

Goldman Sachs expects AI-related capital spending to approach $800 billion in 2026, a level it says could create a potential inflation challenge for the U.S. Federal Reserve. According to NS3.AI, TrendForce estimates the nine largest cloud providers will spend about $830 billion in 2026, up roughly 79% from the previous year. The report also noted weakness in crypto markets, with Bitcoin sliding to around $63,600 by June 4. It added that Bitcoin ETFs recorded an 11-session streak of net outflows totaling about $3.45 billion.