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title: Goldman says both the bulls and the bears are wrong about the impact of the
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# Goldman says both the bulls and the bears are wrong about the impact of the AI capex explosion

## TL;DR
（要約なし・原文はリンク先を参照 / No summary available; see the source link.）

## Key Points
- business / claude / web-research

## Details
(本文なし。リンク先参照)

## Source
元記事: [Goldman says both the bulls and the bears are wrong about the impact of the AI capex explosion](https://www.businessinsider.com/ai-economy-impact-gdp-growth-capex-infrastructure-goldman-sachs-2026-8) — published 2026-08-11T16:05:12Z