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Fortune

Jim Edwards

Don’t fear the AI bubble, it’s about to unlock an $8 trillion opportunity, Goldman Sachs says

Goldman Sachs United States FT JPMorgan Wedbush

(Credit: Photo by YOSHIKAZU TSUNO/Gamma-Rapho via Getty Images)

The AI boom is sustainable, three Wall Street analysts argue in research notes this morning. Productivity gains from AI are expected to far outweigh current spending, they say, and capital expenditure on data centers and chips remains robust.

Stop worrying about the bubble in AI—its growth is sustainable, three Wall Street analysts from Goldman Sachs, JPMorgan, and Wedbush argued this morning in notes seen by Fortune.

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