Goldman Sachs mistakenly attributed the decline in OpenAI's ChatGPT traffic to data analysis errors, failing to notice that domain changes distorted traffic statistics, which raised concerns in the market about the outlook for AI stocks. In reality, Similarweb data shows that the number of ChatGPT users has increased by 66.2% over the past year, making it the most popular generative AI application. OpenAI announced that its weekly active users have reached 200 million, doubling from 2022, with rapid growth in enterprise business and a continuous rise in API usage demand.

金融巨头高盛的一份研究通讯警告称，大型科技公司已加大资本支出以推动生成式人工智能的发展，但尚未展示可持续的商业模式。该投行估计，在未来几年将有约1万亿美元用于数据中心、半导体、电网升级和其他人工智能基础设施。

In 2024, Goldman Sachs' Chief Investment Officer predicts that hybrid AI will dominate, and applications will rise. The construction of foundational models will be limited to wealthy companies, while most enterprises will focus on building small-scale neural networks. The emergence of third-party applications in 2024 is anticipated, forming new application and tool layers around foundational models. Emphasis is placed on the need for companies to coordinate security, foster a collaborative spirit, and establish principles and regulations to manage potential risks. In 2024, capital will flow towards application and tool layers, driving ongoing development in the field of AI.

Goldman Sachs has raised its long-term GDP growth estimates for the U.S. and several major economies, anticipating that generative AI will enhance productivity over the next decade. The firm projects that by 2034, AI technology will contribute 0.4 percentage points to U.S. GDP growth, pushing the GDP growth rate to 2.3%. Additionally, Goldman Sachs has upgraded its long-term GDP growth forecast for the Eurozone, expecting it to reach 1.4% by 2034. The firm noted that companies will need time to adopt AI technologies, and their impact may take years to materialize. The report acknowledges uncertainty regarding the timeline and magnitude of these effects.