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Don’t fear the AI bubble, it’s about to unlock an $8 trillion opportunity according to Goldman Sachs
高盛高盛(US:GS) Yahoo Finance·2025-10-16 18:50

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. Traders seem to agree, at least for now. Futures contracts for the tech-heavy Nasdaq ...