Observed Signal · Aug 3, 2023 · Economic Forecast · Source: Trending Topics · Impact: 4/5 · Sentiment: Positive
Goldman Sachs Forecasts $200B Global AI Investment by 2025
Goldman Sachs Economics Research projects global AI investments could reach $200 billion by 2025, potentially boosting labor productivity by more than one percentage point annually. The report by economists Joseph Briggs and Devesh Kodnani highlights the US as a leader in AI technology, with US investments expected to reach $100 billion. Long-term AI investments in the US could account for 2.5–4% of GDP. The investments are concentrated in AI model development, infrastructure, and software. While short-term GDP impact is modest, corporate interest in AI has surged, with over 16% of Russell 3000 companies mentioning AI in earnings calls.
Major investment bank forecast of significant AI capital expenditure signals substantial growth for AI infrastructure and applications, relevant to AdTech and MarTech adoption.
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Key Takeaways & Evidence Grounding
- Goldman Sachs estimates global AI investments could reach $200 billion by 2025.
- US AI investments are projected to reach $100 billion by 2025.
- The report predicts AI could boost global labor productivity by more than 1 percentage point per year.
- Long-term AI investments in the US could reach 2.5-4% of GDP.
- More than 16% of Russell 3000 companies mention AI in earnings calls, up from less than 1% in 2016.
Connected Companies & Entities
1 Entity mapped“Investitionen in künstliche Intelligenz (KI) könnten laut Goldman Sachs Economics Research einen noch größeren Einfluss auf das Bruttoinland...”
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