Wall Street agrees AI-driven capital expenditure is the most powerful force shaping the economy, with explosive rise in data centers, compute, infrastructure, and copper-intensive electrification becoming the global economic backbone.

Goldman Sachs forecasts AI investment could reach $1 trillion annually by 2027, a scale not seen since early 2000s internet buildup.

UBS describes this as a capex boom that will reshape supply chains and asset valuations for the rest of the decade.

Analysts observe AI is not just a technological theme but an inflationary supercycle driving energy demand, metals consumption, supply bottlenecks, and asset price bifurcation in a K-shaped economy.

Copper-intensive electrification investments are becoming the backbone of the global economy, no longer niche. Goldman Sachs forecasts AI investment could reach $1 trillion annually by 2027, comparable to early 2000s internet buildup.

UBS describes this as a capex boom that will reshape supply chains and asset valuations for the rest of the decade. Analysts observe AI is not just a technological theme but an inflationary supercycle driving energy demand, metals consumption, and supply bottlenecks.

This creates a K-shaped economy.