Economists at Goldman Sachs and JPMorgan report the AI boom contributed “basically zero” to US economic growth in 2025, challenging claims of up to 92% growth
Massive investment in AI contributed “basically zero” to U.S. economic growth last year, Goldman Sachs has calculated.
Goldman Sachs: just 33 US counties accounted for ~72% of all US data center capacity as of July; buildouts like AWS' in Oregon have transformed tiny communities
David Uberti / Wall Street Journal :
Meta says its Llama models were downloaded ~350M times, are used by AT&T and other companies, and usage via cloud providers more than doubled from May to July
Meta's (META.O) Llama artificial intelligence models are being used by companies including Goldman Sachs (GS.N) and AT&T …
Goldman Sachs research: generative AI could increase annual global GDP by 7% over a 10-year period and expose 300M full-time jobs to automation globally
Technology could boost global GDP by 7% but also risks creating ‘significant disruption’ — The latest breakthroughs in artificial intelligence …
As TSMC reports record sales, research shows chip delivery times slipped to 25.8 weeks in December, the longest waits since 2017
- Shortages to persist as chip lead times rose again in December — Chipmaker's revenue set to gain 26% this year: Goldman Sachs