Goldman Sachs: Why AI Spending Is Not Boosting GDP
Goldman Sachs, in a research note Thursday (the note isn’t publicly posted): Annualized revenue for public companies exposed to the build-out of AI infrastructure increased by over $340 billion from 2022 through 2024Q4 (and is projected to increase by almost $580 billion by end-2025). In contrast, annualized real investment in AI-related categories in the US GDP accounts has only … ⌘ Read more