Goldman Sachs' $7.6T compute investment forecast exceeded by 2027

Goldman Sachs estimates $7.6T will be invested globally in compute infrastructure between 2026-2031. Exceeding this forecast would signal accelerated adoption of compute commoditization and AI infrastructure scaling.

macro · Prediction Market

Implied probability (Yes)

55%

Closes

2027-06-30

More macro markets

• Labour loses 10% of its UK polling lead to Greens by 2027 — 68% Yes
• S&P 500 surpasses 6,500 by December 2027 — 70% Yes
• Highway Trust Fund revenue loss triggers 2027 infrastructure cuts — 60% Yes
• Australian coal exports to China fall 15% by Q4 2026 due to supply disruptions — 60% Yes
• Iran exports LPG volume rises 15% by Q4 2026 — 70% Yes
• IDMC annual report shows 40m+ total displacements in 2026 — 80% Yes
• US dollar strengthens against yuan by 5% within 6 months — 70% Yes
• NY budget passes with pension reform by June 30 — 70% Yes

Browse all macro markets →