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Even without widespread productivity gains, AI is drastically reshaping capital expenditure. The “hyperscalers”—the massive tech companies providing cloud and AI infrastructure—are driving an unprecedented spending boom. Analysts have revised their 2026 capex expectations for these tech giants to an astonishing $667 billion, a 24% increase from just the start of the earnings season and representing a 62% jump compared with 2025. Goldman Sachs anticipates that this AI spending will contribute roughly 1.5 percentage points to measured capex growth this year, though its net impact on overall GDP growth will be a minimal 0.1 to 0.2 percentage points owing to a heavy reliance on imported capital goods.
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A similar test to diagnose endometriosis and polycystic ovary syndrome (PCOS) is now also being explored, which in the long term could help reduce diagnostic waiting times.
Дарья Устьянцева (редактор отдела «Мир»)
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