Our Scans · (FS.1.00) Investment Banking · Weekly Summary

• [New] Goldman Sachs projects annual AI infrastructure spending will hit $800 B by the end of 2026. / USA AI-Weekly
• [New] High-level participation from the European Commission and the European Investment Bank will reinforce the EU's commitment to scaling investment and expanding strategic partnerships in Nigeria. International Partnerships
• [New] The Commission will launch a consultation with the EU member states, the European Investment Bank Group and other key stakeholders to set up a European equity capacity at scale to finance Europe's tech sovereignty ambitions. Analytics, EU Law & Governance | Integrin Dk | EG in Eu
• [New] Goldman Sachs projects cumulative humanoid investment exceeding $50 billion by 2030. Memeburn
• [New] Goldman Sachs economists project inflation could hit 2.7% in 2026, partly driven by businesses finally passing accumulated tariff costs onto consumers as their pre-tariff inventory stockpiles run dry. The Profit Lab Academy
• [New] UBS revised its annual supply deficit forecast down to 60-70 million ounces (from 300M oz) and cut full-year investment demand to 300M oz. NordFX
• [New] Hyperscaler AI capex hit $400 billion in 2025 and is projected to exceed $500 billion in 2026, Goldman Sachs estimates. SQ Magazine
• [New] Morgan Stanley forecasts real consumer spending growth to decelerate to 1.8% in 2026 from 2.1% in 2025, before recovering to 2.1% in 2027 as energy prices normalize. Yahoo Finance
• [New] Morgan Stanley calls the current trajectory 'a material evolution'; analysts project 1 million Tesla autonomous units by 2035. BraivIQ
• [New] The investment bank hypothesises that, by 2050, the number of commercial humanoids could equate to 41.3% of the 2023 workforce in the USA and 39% in China. RD Magazine
• [New] The investment bank offers an estimate - albeit with conservative assumptions - on diffusion in domestic settings: 84.2 million domestic humanoids by 2050. RD Magazine
• [New] Industry forecasts range from Goldman Sachs' $38 billion projection by 2035 to Morgan Stanley's $5 trillion estimate by 2050, a spread that reflects both the enormous potential and the massive execution uncertainty ahead. Radical Data Science
• [New] The copper price surge is rapidly transforming project economics globally, with 75 total unicorn mines now identified - a scale that signals potential acceleration in investment decisions and mine development timelines for a mineral the World Bank projects will see demand nearly double by 2040. OriginBrief
• [New] S&P Global Ratings expects 7.1% growth for FY27, the Asian Development Bank forecasts 6.9% for FY26, and Goldman Sachs projects 6.7% for 2026. Whalesbook
• The World Bank Group, African Development Bank, and Mission 300 partners are expanding investment opportunities through platforms like Zafiri, which aims to mobilize $1 billion by providing patient equity to companies that advance distributed renewable energy solutions. World Bank Group
• Goldman Sachs projects total hyperscaler AI capex of $7.6 trillion between 2026 and 2031, a demand signal with no historical precedent, reinforcing supplier caution about overbuilding. NAND Research - A New Kind of Technology Research & Adv
• The five largest hyperscalers (Amazon, Microsoft, Google, Meta, and Oracle) are projected to spend a combined $755 billion on capital expenditures in 2026 (Goldman Sachs consensus), an 83% year-over-year increase. NAND Research - A New Kind of Technology Research & Adv
• The Khamenei uranium directive complicated peace talks, the UBS forecast revised Brent to $105 for September with a $150 disruption scenario, the IEA red-zone summer warning projects continued tightness, and UBS estimates 1 billion barrels of cumulative production loss by end of May. investing.com
• The bearish scenario, warned by BMO Capital Markets, is triggered by a Macro-Skunk event where sustained high interest rates finally fracture global consumer discretionary spending. Bingx Exchange
• UBS lowered its year-end gold price target by $400 to $5,500 due to persistent risks from higher yields and a stronger dollar.
• AI data centers consume electricity at a rate that Goldman Sachs projects will require 175% more supply by 2030. Newswire
• Morgan Stanley has warned of an imminent breakthrough, reinforced by OpenAI's GPT-5.4 Thinking model achieving an 83.0% score on the GDPVal benchmark, matching or surpassing human experts in 44 professional occupations. SearchCans
• Surging energy prices amid the Iran war are worrying Wall Street, but UBS warned that higher food costs could follow. CNBC

Last updated: 11 June 2026