Goldmanâs $300B AI Party: Whoâs Paying and Whoâs Winning?
Goldman Sachs is basically telling investors to keep calm and throw more money at AI, promising a $20 trillion economic jackpot, with a mere $300 billion invested in 2025âless than 1% of GDP. They compare this AI frenzy to past tech giants like railroads and dot-coms, which spent up to 5% GDP but still managed to crash parties and leave first movers eating dust. The note cheekily warns that today's AI whales splurging big might enjoy a short-lived flex, but the real winners could be latecomers swooping in after the hardware is old tech and the hype cools. Meanwhile, Morgan Stanley and Goldman staff are high-fiving, saying AI stock prices arenât that absurd after all, because cash flow and profit margins make bubble talk seem like basement dread again.
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Dropping $300B on AI in 2025 sounds huge until you realize itâs just techâs version of a garage sale compared to past booms. Goldman says first movers might get roasted like burnt toast while latecomers snag the winners' leftoversâcollecting AI chips and dreams on clearance.
Goldman Sachs calls $300 billion a modest 'opening act' in AI spending, which is Wall Street speak for 'we don't know when the bubble pops, but let's keep buying chips like itâs the Xbox launch all over again.'
Investors are scrambling to guess who's winning the AI gold rush, but history says first movers are about as lucky as parachuting into a hornetâs nest wearing honey-scented cologne.
Source: Businessinsider | Published: 10/16/2025 | Author: Huileng Tan
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