(11 March 2026 – United States) Highlighting faster enterprise demand and adoption than forecast, Citi has increased global AI revenue and capex forecasts for the next four years.
Citi forecast global artificial intelligence (AI) revenue for 2026 to 2030 to expand sharply to US$3.3 trillion and raised its global AI capital expenditure (capex) estimate to US$8.9 trillion. Hyperscalers such as Amazon, Microsoft, Alphabet and Meta are expected to allocate over US$630 billion cumulatively to AI related capex in 2026.
“We see underperformance among hyperscalers as an opportunity to invest, following the AI-driven selloff in technology stocks last month. We believe the market remains focused on challenges of bringing global data centre capacity online, rising financing needs and intense competition, while overlooking elevated returns from these investments and early signs of an enterprise-driven productivity cycle” the bank said in a statement.
“AI-powered intelligent document processing enables exceptionally high accuracy rates and reducing processing to just minutes. Through a pilot of blockchain-based conditional trade payments, we have seen the potential for an evolution from standard paper-based guarantees to near 24/7 digital execution and automated settlement” commented Citi Global Head of Trade and Working Capital, Adoniro Cestari for the bank’s latest Citi GPS Report Supply Chain Financing – Durable Global Trade in the Age of AI.