AI adoption surges with consumers but stalls in business
Goldman Sachs analysts say consumer-facing AI tools are thriving, but enterprise adoption is ‘well below’ expectations and the huge infrastructure spend may not deliver the returns yet.
In a recent analysis, Goldman Sachs warned that while AI is rapidly permeating the consumer market, enterprise integration is falling much further behind.
The report highlights consumer-facing tools, such as chatbots and generative creative applications, driving the usage surge, but finds that business uptake is still ‘well below where we expected’ a year or two ago.
Goldman’s analysts point out a striking disjunction: consumer adoption is high, yet corporations are slower to embed AI deeply into workflows. One analyst remarked that although nearly 88 % of companies report using AI in some capacity, only about a third have scaled it enterprise-wide and just 39 % see measurable financial impact.
Meanwhile, infrastructure spending on AI is exploding, with projections of 3-4 trillion US dollars by the end of the decade, raising concerns among investors about return on investment and whether the current frenzy resembles past tech bubbles.
For policy-makers, digital-economy strategists and technology governance watchers, this gap has important implications. Hype and hardware build-out may be outpacing deliverables in enterprise contexts.
The divide also underlines the need for more precise metrics around productivity, workforce adaptation and organisational readiness in our discussions around AI policy and digital diplomacy.
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