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<Research>G Sachs: AI Investment Boom Spillover to Asia; TW, SK Biggest Regional Winners
Investment in AI model training and operations continues to grow rapidly, Goldman Sachs said in its report. The broker expected capex by the five largest hyperscale cloud service p...
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<Research>G Sachs: AI Investment Boom Spillover to Asia; TW, SK Biggest Regional Winners
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Investment in AI model training and operations continues to grow rapidly, Goldman Sachs said in its report. The broker expected capex by the five largest hyperscale cloud service providers in the US on data centers and computing power to whop USD750 billion in 2026, representing an 80% YoY spike, and global investment likely to be on the order of twice that amount.

The broker noted that the AI boom is immensely juicing economic growth in Asia's technology-exporting economies. Taiwan holds a dominant position in global advanced logic chip production and AI server manufacturing. Technology exports are projected to contribute 4.5 ppts to its real GDP growth in 2026.

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South Korea, as a major supplier of advanced memory chips, is also expected to see a 1 ppt boost to growth. Despite challenges from elevated energy prices, strong performance in technology exports is expected to offset related negative impacts and improve the current account positions of these economies.

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