Goldman Sachs: Investors underestimating AI boom, token consumption to surge 24x by 2030
By
Huileng Tan
Summary
Goldman Sachs argues that investors are underestimating the scale of the AI boom, projecting token consumption will increase 24 times by 2030, driven largely by enterprise agents. Despite concerns about whether AI profits can justify soaring infrastructure costs amid a tech selloff, the bank maintains a bullish outlook on AI's growth trajectory.
Source
bskyGoldman Sachs: Investors underestimating AI boom, token consumption to surge 24x by 2030businessinsider.comKey quotes
· 2 pulledQuestions about whether AI profits can justify soaring infrastructure costs remain a key concern for investors amid the tech selloff.
The bank expects token consumption to increase 24 times by 2030, largely driven by the rise of enterprise agents.
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