AI Exchanges: Will falling costs drive new opportunities?

AI Exchanges: Will falling costs drive new opportunities? – Goldman Sachs Exchanges

Market views

Bullish

AICOMPUTE— The cost and efficiency of AI compute are improving dramatically, making AI models more cost-effective and accessible.
TECHCAPEX— Major tech companies have significantly increased their capital expenditure, nearly doubling it in two years, driven by AI developments.
AIADOPT— Enterprise AI adoption is expected to accelerate this year, moving from testing and learning to true adoption and scaling.
AI— Recent AI advancements are addressing market concerns and opening up new use cases, particularly for financial institutions.
AIMERGE— AI-driven strategic mergers and acquisitions are expected to increase, with investors remaining bullish on AI despite emerging questions.
AIPOWER— Power has become the primary bottleneck for AI development, surpassing data as the critical limiting factor.
AIAGENTS— AI agents are in early stages of development but are expected to become ubiquitous over time.
AIDATAMKT— The landscape of data economies is evolving, with new data marketplaces emerging and existing markets being reshaped.

Not investment advice.