Ark Invest reports that the world is in the early stages of an AI driven capital expenditure boom

Ark Invest stated in a report on Monday that the world is in the early stages of a capital expenditure boom driven by artificial intelligence, driven by AI rather than traditional infrastructure. The report points out three accelerating trends: the release of more powerful AI models, the contraction of traditional car companies' electric vehicle strategies, and the breakthrough integration of AI, robotics, and biotechnology. Goldman Sachs has raised its AI related capital expenditure forecast for 2026 to $527 billion, stating that super large scale cloud vendors are expected to spend more than the market. The report believes that the capital expenditures of giants such as Amazon and Google are the "fuel" for the productivity wave, and BlackRock also points out that the balance sheets of tech giants are large enough to drive national GDP growth and market liquidity.