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

• [New] Goldman Sachs estimates cumulative AI capital expenditure from 2026 to 2031 will reach approximately $7.6 trillion across compute, data centers, and power infrastructure, as cited by Anthropic president Daniela Amodei at Bloomberg Tech. Build Fast with AI
• [New] The World Bank expects trade agreements and ongoing structural reforms aimed at improving the business environment to bolster foreign direct investment inflows over 2027-28. Economic Times
• [New] JPMorgan Chase plans to deploy AI agents capable of operating without human intervention for hours at a time later in 2026. Yahoo Finance
• [New] Goldman Sachs has initiated coverage with a Buy rating, projecting an 80% compound annual revenue growth rate for WeRide from 2025 to 2030, underpinned by the transition from 2,800 vehicles in 2026 to a projected 415,000-vehicle fleet by 2032. Unrot
• [New] Citigroup has forecasted silver reaching $150 within three months, calling it gold on steroids, while gold is projected to sustain its base above $5,000. Planet Banknote
• [New] UBS revised its projection to 1.20 from 1.23, explicitly citing French political uncertainty as a drag on the euro's potential. investing.com
• [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
• Hyperscaler AI capex hit $400 billion in 2025 and is projected to exceed $500 billion in 2026, Goldman Sachs estimates. SQ Magazine
• 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
• Morgan Stanley calls the current trajectory 'a material evolution'; analysts project 1 million Tesla autonomous units by 2035. BraivIQ
• 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

Last updated: 18 June 2026