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AI's economic boost nearing peak, with limited payoff outside Big Tech

By PulseAugur Editorial · [2 sources] ·

Economists from Goldman Sachs and Apollo.io suggest that the significant boost AI has provided to the U.S. economy is approaching its peak. Goldman Sachs chief economist Jan Hatzius anticipates the growth impulse from AI investment to crest in late 2026 or early 2027, with its contribution to consumer spending and GDP expected to decline. Apollo chief economist Torsten Slok highlights that outside of major tech companies, AI has yielded no discernible financial returns for corporate America, leading businesses to view AI spending as a cost rather than a growth driver. AI

IMPACT Suggests AI's macroeconomic contribution is plateauing, with limited benefits outside major tech firms.

RANK_REASON Economists from two firms offer analysis on the economic impact of AI, rather than reporting on a new release or event.

Read on Mastodon — mastodon.social →

AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

AI's economic boost nearing peak, with limited payoff outside Big Tech

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Economists from two firms offer analysis on the economic impact of AI, rather than reporting on a new release or event.
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2 independent sources
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8 days old
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COVERAGE [2]

  1. Fortune TIER_1 English(EN) · Nick Lichtenberg ·

    AI’s boost to the U.S. economy is nearing its peak, Goldman says, as Apollo finds ‘zero financial payoff’ outside Big Tech

    Apollo’s Torsten Slok rocked Wall Street with his take that AI returns just aren't there, then Goldman’s Jan Hatzius flagged two major downsides to growth.

  2. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    # AI ’s boost to the # US economy is nearing its peak, Goldman says, as Apollo finds ‘zero financial payoff’ outside Big Tech https:// fortune.com/2026/10/26/ai

    # AI ’s boost to the # US economy is nearing its peak, Goldman says, as Apollo finds ‘zero financial payoff’ outside Big Tech https:// fortune.com/2026/10/26/ai-zero -financial-payoff-outside-big-tech-apollo-slok-goldman-peak/

    LINKS fortune.com/…/ai-zero-financial-payoff-ou…

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