According to a recent report released by Goldman Sachs, only 6.1% of U.S. companies will incorporate artificial intelligence (AI) technology into their operations by the fourth quarter of 2024, showing a slight increase from 5.9% in the previous quarter. This data reflects that, despite the immense potential of AI technology, its actual application in U.S. businesses is still progressing slowly.
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The report indicates that while the adoption rates of AI in sectors such as information technology, education, and manufacturing have decreased, the banking and insurance industries are leading in AI integration. Notably, large enterprises with more than 250 employees have an AI adoption rate of 10%. Goldman Sachs expects this rate to further increase in the next six months.
Although small and medium-sized enterprises have increased their use of AI over the past year, they still face challenges in practical applications, particularly concerning cybersecurity and finding suitable use cases. The report emphasizes that industries utilizing generative AI have seen significant productivity boosts. Research shows that academic research output has increased by 23%, and in some areas, productivity gains have reached as high as 30% based on certain empirical data.
In the semiconductor industry, significant growth in AI investment is expected. Analysts at Goldman Sachs predict that by the end of 2025, sales growth in this sector will reach 37%. Additionally, the market size for AI hardware is projected to be $139 billion, while the semiconductor market is expected to reach $187 billion, together accounting for approximately 1.2% of the U.S. gross domestic product. Since the release of ChatGPT, revenue expectations in the industry have also significantly increased.
Goldman Sachs' report overall reflects the current state of AI adoption among U.S. companies and the differentiated development across various industries.
Key Points:
🌟 Only 6.1% of U.S. companies have adopted AI technology, showing a slight increase from the previous quarter.
🏦 The banking and insurance industries lead in AI integration, with large enterprises having an AI adoption rate of 10%.
💻 AI investment in the semiconductor industry is expected to grow significantly, with a sales growth rate of up to 37%.
