ARK Predicts AI Drives Massive Infrastructure Investment

In its Big Ideas 2026 report on Monday, ARK Investment Management said AI-driven investment will kick off a multi-year capital expenditure boom, citing a roughly $300 billion drop in U.S. software market value and $59 billion in automaker EV write-downs. The firm highlighted OpenAI–Ginkgo’s autonomous lab cutting experiment costs by about 40% and Goldman Sachs’ raised $527 billion 2026 AI CapEx forecast, implying major infrastructure spending ahead.