The bank expects token consumption to increase 24 times by 2030, largely driven by the rise of enterprise agents.
Goldman Sachs says the AI boom is bigger than investors think
By
Huileng Tan
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"Past innovation-driven booms—like the 1920s and in the 1990s—have led the market to overpay for future profits even though the…
AI capex spending from Meta, Microsoft, Amazon, and Alphabet is expected to reach $5.3 trillion over the next few years, Goldman…
Goldman Sachs expects SpaceX AI revenue to surge 100-fold by 2030, FT reports
Instead of boosting corporate revenues, AI might actually destroy them as AI infrastructure projects look dangerously stretched.
“Surging capex spending related to AI will likely prevent a major increase in the buyback payout ratio," the bank says.
AI may transform the economy, but today’s spending boom looks fragile. Costs are surging, profits are uncertain, and the ultimate…
