Goldman Sachs: Robust Growth in AI Adoption, Ongoing Investment Boom, Job Impact Still Limited

Glonghui April 1｜Goldman Sachs stated in its latest research report that the artificial intelligence (AI) adoption rate among U.S. companies is 18.9%, and is expected to rise to 22.3% within the next six months, marking the AI adoption entering a “steady growth phase.” Goldman Sachs analysts Dong and others released the “AI Adoption Tracking Report” on March 31, which covers dimensions such as AI adoption rate, AI investment, as well as the impact on the labor market and productivity. According to the report, AI investment remains in a high-speed growth cycle; the impact of AI on employment is limited, but structural effects have begun to emerge; productivity improvements are already starting to show. Goldman Sachs pointed out that AI-related investment continues to be robust, especially in semiconductors. Analysts expect global semiconductor revenue to increase by 49% from current levels by the end of 2026. By the fourth quarter of 2026, AI-related hardware revenue is projected to exceed $700 billion.