Goldman Sachs Group IncGS
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Goldman Sachs Group IncSpace Economy
Goldman Sachs reports that 65% of S&P 500 companies mentioned artificial intelligence during second-quarter earnings calls, up from a low-teens percentage in 2022 and nearly 40% in 2023. The figure climbed above 60% by early 2026, while roughly 50% of Russell 3000 companies discussed AI in Q2, indicating larger firms are adopting the technology faster. Management teams are increasingly tying AI to productivity, automation, and investment plans, but only a small fraction have quantified specific AI productivity gains. Goldman says the next phase of the AI trade should be judged on measurable operating results such as AI-driven revenue, lower labor costs, or margin expansion, rather than earnings-call mentions.
Goldman Sachs Group Inc