Analysts predict that AI capital expenditure will reach $800 billion in 2026, with the potential to exceed $1 trillion. This growth is primarily driven by major hyperscalers and infrastructure suppliers. Goldman Sachs estimates suggest that the $800 billion figure might underestimate total spending, as it excludes non-U.S. and private investments. The probability of Anthropic reaching a $2.0 trillion valuation by year-end has increased from 67% to 77.5% in one week, supported by its strategic partnerships with Amazon and Google.
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