Where is AI driving economic value?
6/10/2025
AI has become part of our lives. We’ve all experienced AI in action, whether it’s asking ChatGPT to plan a trip or summarize a lengthy article. These tools are helpful, but their everyday value can be hard to quantify.
As investors, the real question is: where is AI driving economic value?
Here are a few key takeaways and datapoints from recent research:
Investment Surge: Demand for AI chips is booming, with revenue expected to grow 36% by 2026. Since ChatGPT’s debut, analysts have raised AI hardware revenue forecasts by over $300 billion—about 1.1% of U.S. GDP.
Business Adoption: Nearly 1 in 10 U.S. firms now use AI in production. Finance, education, and professional services are leading the charge, especially among mid-sized companies. Still, challenges like data security remain.
Job Market Trends: AI roles make up 24% of IT job postings but just 1.5% of all jobs. Importantly, AI hasn’t caused major layoffs, and unemployment in AI-exposed sectors is in line with broader trends.
Productivity Gains: AI is delivering efficiency, boosting output by up to 23% in areas like coding, customer support, and data analysis based on the academic studies and anecdotes.
Whether you're bullish or cautious on AI, the market is pricing in rich valuations for its disruption potential. While it’s important to assess AI’s real-world impact on productivity and its adoption across industries, the technology is poised to remain one of the dominant investment themes in U.S. equities for the foreseeable future. In portfolios, we maintain exposure through core equity holdings, growth names, and private equity investments.
Sources: Goldman Sachs
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