Bubble or Foundation: McKinsey Values 2026 AI Investments at a Record $769B

The financial scale of artificial intelligence has definitively detached from the traditional economy. On September 25, 2026, consulting giant McKinsey published shocking calculations: by the end of this year, global investments in AI infrastructure and model architecture will reach an astronomical $769 billion (compared to $145 billion in 2025).

This is not just exponential growth; it is a macroeconomic anomaly. The industry is absorbing capital at a rate that threatens the stability of other sectors of the global economy (as previously confirmed by the Bank for International Settlements). Wall Street is funding a total restructuring of global computing. Liquidity is being burned in data centers, transformers, and nuclear power contracts. For the B2B market, this report is final proof: Big Tech has no plans to stop the race. There is no turning back; corporations will be forced to commercialize autonomous agents at any cost to recoup this historic level of CAPEX.

Source: McKinsey / Economic Times