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Oct 17, 2025 8:00 AM

AI Boom Poised To Unlock $8 Trillion Opportunity, Say Top Analysts: 'Investment Levels Are...'

Wall Street analysts have dismissed concerns about a potential bubble in the artificial intelligence (AI) sector, asserting that the industry’s growth is sustainable and could unlock an $8 trillion opportunity.

AI Investment Levels Sustainable, Analysts Say

In a note titled “The AI Spending Boom Is Not Too Big,” analysts from Goldman Sachs Group Inc., JPMorgan Chase & Co., and Wedbush Securities Inc. argued that the current AI investment levels are sustainable, as reported by Fortune on Thursday.

Analysts, including Joseph Briggs of Goldman Sachs, emphasized that effective deployment of AI would generate productivity gains exceeding current investments. They projected the present discounted value of U.S. capital revenue at $8 trillion, with reasonable estimates spanning $5 trillion to $19 trillion.

"Anticipated investment levels are sustainable, although the ultimate AI winners remain less clear."

According to the JPMorgan team led by Samik Chatterjee, AI-related capital expenditures (capex) will see a significant increase this year ...