Goldman Sachs says AI investment drives half of S&P 500 EPS growth

The bank noted that hyperscalers need roughly $300 billion in annual AI revenue to break even on capital expenditures.

Priya Anand

Markets Analyst

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As of 2026-09-27 01:58 UTC. Market figures are as the cited sources reported them at that time and may have moved since. This is news, not investment advice.

Goldman Sachs strategists stated this week that AI investment is driving almost half of S&P 500 earnings-per-share growth this year. ^[1]