Can you explain your claim in the table according to which AI CAPEX at 2% of GDP (at market prices) contributes 0.7% to growth (ie YoY change in real GDP) ? Not obvious at all. Thanks.
When you wrote "Ideally, AI will allow ‘us humans’ to have more time to be creative…", did you also consider the impact on how many 'humans' your company would need?
Can you explain your claim in the table according to which AI CAPEX at 2% of GDP (at market prices) contributes 0.7% to growth (ie YoY change in real GDP) ? Not obvious at all. Thanks.
When you wrote "Ideally, AI will allow ‘us humans’ to have more time to be creative…", did you also consider the impact on how many 'humans' your company would need?
AI adoption will continue to accelerate for as long as the hyperscalers are willing to lose money, which will not be forever.