Insights

Analysis and perspectives on the global economy and markets from across Goldman Sachs
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Goldman Sachs Talks
Blackstone’s Jon Gray on real estate, rates, and building a winning company culture
Video|
Oct 28, 2024
The Latest
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Top of Mind
Post-election economic policies
Oct 24, 2024
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Markets
Why China’s stock market may be poised for further gains
Oct 24, 2024
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Markets
Companies may issue $1.5 trillion of US bonds in 2025
Oct 23, 2024
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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