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

• [New] Goldman Sachs projects global robotaxi rideshare revenue reaching $400 billion by 2035. AI Business Weekly
• [New] UBS put the OpenAI-Nvidia arrangement at up to 13% of Nvidia's projected 2026 revenue. investing.com
• [New] Firms like Goldman Sachs and UBS expect the Fed to hold rates steady in 2026. Precious Metals International Ltd.
• [New] The broad creator economy was valued near $250 billion in 2025, projected to approach $480 billion by 2027 (Goldman Sachs). SociaVault
• [New] Goldman Sachs expects another strong reporting season for US technology companies, forecasting that AI-related businesses will account for the majority of earnings growth across the S&P 500. City AM
• [New] Oxford Economics expects rates to stay put for the rest of 2026 and well into 2027, while Deutsche Bank has stuck with no change in 2026. Get Smart Saver UK
• [New] Morgan Stanley takes a stricter line that requires meaningful autonomous action, and arrives at $190 billion to $385 billion of US ecommerce by 2030, or 10% to 20% of the online total. Mohammed Shehu, PhD - AI strategist
• [New] Goldman Sachs projects data centers will consume 8-9% of all US electricity by 2030, up from roughly 3% today. Investor's Handbook
• [New] Despite pain at the pump for U.S. drivers, analysts at BMO Capital Markets expect oil companies to accelerate share buybacks in the second half of 2026, extending a post-pandemic focus on returns over production growth. gCaptain
• [New] Agentic spend: forecast to grow from ~ $8 B (2026) to ~ $1.5 T (2030) as agents take over transactions; Goldman Sachs projects a ~24 x increase in token consumption by 2030. Prompt20 Blog
• [New] Despite all that, the S&P 500 has stayed close to all-time highs, and Morgan Stanley has projected a further 12% gain over the next 12 months, citing continued AI-related capital spending as a key driver. / Iran timesofpulses.com
• [New] Goldman Sachs estimates a U.S. data center power shortfall of about 9.3 gigawatts in 2026, widening toward 45 gigawatts by 2028, and the Department of Energy projects data centers could consume up to 12% of all U.S. electricity by 2028. Thunderbird Products
• [New] The Goldman Sachs India Equity Portfolio aims to capture the growth potential of the Indian economy and invests in businesses of all sizes. FundCalibre
• [New] A €60 million credit facility from the European Investment Bank will support Nigerian processors to compete more effectively with better-financed multinational companies. Bank of Industry
• A 1 MW data center can be used up to 25.5 million liters annually, and according to a Morgan Stanley report, AI data centers are projected to consume 1,068 billion liters by 2028, an 11-fold increase from current levels. Persistence Market Research
• Goldman Sachs expects agentic AI token consumption to grow roughly 24 x by 2030, reinforcing that cost, not capability, is becoming the key constraint. Milk Road
• Morgan Stanley expects China's humanoid sales to more than double in 2026 to around 28,000 units. Republic World

Last updated: 06 August 2026