$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $APPLIED DIGITAL CORP(APLD)$ Goldman Sachs projects AI infrastructure spending to rise from $765B in 2026 to $1.64T by 2031, with more than $7.6T in cumulative spending over that period.
Compute remains the biggest driver, growing from $494B to $1.13T annually.
Data center spending is projected to reach $436B, while power infrastructure rises to $73B.
By 2030, compute spending alone is expected to top $1 trillion a year.
These numbers are impressive. Staying patient through the volatility could pay off over time.
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