Insights

Analysis and perspectives on the global economy and markets from across Goldman Sachs
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Markets
Tariffs’ surprising impact on the US dollar
Video|
Apr 16, 2025
The Latest
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Artificial Intelligence
OpenAI’s Sarah Friar on the investment needed to advance AI
Apr 11, 2025
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Markets
Are bear markets in stocks an investment opportunity?
Apr 10, 2025
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Goldman Sachs Exchanges
The recession question
Podcast|
Apr 15, 2025
Goldman Sachs TalksConversations with pioneering business and cultural leaders about leadership, strategy, and how business and the economy are changing.
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In Focus: Artificial Intelligence
Top of Mind
Gen AI: too much spend, too little benefit?
The promise of generative AI technology to transform companies, industries, and societies is leading tech giants and beyond to spend an estimated ~$1tn on capex in coming years, including significant investments in data centers, chips, other AI infrastructure, and the power grid. But this spending has little to show for it so far. Whether this large spend will ever pay off in terms of AI benefits and returns, and the implications for economies, companies, and markets if it does—or if it doesn’t—is Top of Mind.
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