AI's Hidden Impact: The GDP Undercount

AI's $160 Billion Economic Boom: Why Official Numbers Miss the Mark. Goldman Sachs estimates AI has injected $160 billion into the US economy since 2022, but outdated government measurement methods only capture $45 billion of it. This undercount, largely due to how AI-powering semiconductors and cloud solutions are treated, obscures the true impact of AI on business transformation and investment decisions, especially amidst tariff pressures. While earnings calls buzz with AI mentions, its real financial impact remains largely invisible in official GDP figures. Hosted on Acast. See acast.com/privacy for more information.