Goldman Sachs Forecasts $1T AI Agent Investments

Goldman Sachs economists project global AI agent and related infrastructure investments to exceed $1 trillion in coming years.
U.S. firms already spend $150 billion annually on AI-related labor costs, with $40 billion per year earmarked for organizational capital.
Total workforce reorganization costs are estimated at $800‑$900 billion over the AI adoption cycle, boosting intangible capital to parity with capex.
Effective intangible investment historically yields higher revenue shares, productivity, and ROI, potentially raising valuations for data‑centric AI companies.