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● LIVE Updated 41m ago · 12 sources tracked

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

Goldman Sachs chief economist Jan Hatzius warns AI's boost to the US economy is nearing its peak, while Apollo's Torsten Slok says AI has delivered 'zero financial payoff' outside the tech sector. This comes as the AI boom has driven US growth for over a year. Most companies outside Big Tech have yet to see productivity gains from AI.

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  • ✓ AI has delivered 'zero financial payoff' outside the tech sector.
  • ✓ Goldman Sachs says AI's boost to the US economy is nearing its peak.
🛡️ Source Corroboration: 12 independent reporting domains (85% confidence) ⏱ Read time: ~2 min

What changed

Goldman Sachs and Apollo economists have made recent statements on AI's economic impact, with Goldman warning of a peak and Apollo finding no payoff outside tech.

Live updates

  1. Goldman Sachs says AI's US economic boost nearing peak, Apollo finds 'zero payoff' outside Big Tech

    Goldman Sachs chief economist Jan Hatzius warns AI's boost to the US economy is nearing its peak, while Apollo's Torsten Slok says AI has delivered 'zero financial payoff' outside the tech sector. This comes as the AI boom has driven US growth for over a year. Most companies outside Big Tech have yet to see productivity gains from AI.

    Why it matters

    The AI boom has been a significant driver of US economic growth, but concerns are rising that its momentum is waning. Economists are closely watching the impact of AI on the broader economy, particularly outside the tech sector. The 'Magnificent 7' tech companies have seen substantial benefits from AI, but other sectors have not.

    What is confirmed

    • AI has delivered 'zero financial payoff' outside the tech sector.
    • Goldman Sachs says AI's boost to the US economy is nearing its peak.

    Still unconfirmed

    • The momentum behind the AI boom will soon peak.

    What to watch next

    • Future productivity gains in non-tech sectors
    • AI-driven growth in Q4 2026 and beyond
    • Comments from other economists on AI's economic impact
    Sources used for this update (12)
    1. Apollo Global Management — No Signs of AI Payoff Outside the Tech Sector
    2. Bloomberg.com — Apollo’s Slok Says AI Has Delivered Zero Payoff Outside of Tech
    3. Business Insider — Apollo says AI has delivered 'zero financial payoff' to corporate America
    4. Semafor — Hunting for AI gains outside Magnificent 7
    5. Fortune — AI’s boost to the U.S. economy is nearing its peak, Goldman says, as Apollo finds ‘zero financial payoff’ outside Big Tech
    6. en.fnnews.com — Goldman Sachs: AI, a Driver of the U.S. Economy, Will Soon Peak
    7. Yahoo Finance — Apollo exec says AI has ‘zero financial payoff’ beyond tech sector
    8. KRON4 — AI has delivered ‘zero’ payoff outside of tech, leading economist says
    9. fortune.com — AI’s boost to the U.S. economy is nearing its peak, Goldman ...
    10. finance.yahoo.com — AI’s boost to the U.S. economy is nearing its peak, Goldman ...
    11. cryptobriefing.com — Goldman Sachs says the AI growth boost is nearing its peak ...
    12. dnyuz.com — AI’s boost to the U.S. economy is nearing its peak, Goldman ...
    confidence 85%
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