Goldman Sachs Predicts AI Agents Will Increase Tech Cash Flow
Goldman Sachs Predicts AI Agents Will Increase Tech Cash Flow
Publish Date: 2026-05-24 21:04:00
Source Domain: www.pymnts.com
- Goldman Sachs predicts a 24-fold increase in global token consumption with the adoption of agentic AI, reaching 120 quadrillion tokens processed per month by 2030.
- Computing costs are decreasing, leading to a period of “margin inflection” and improved financial sustainability for hyperscalers like major tech companies.
- The industry faces bottlenecks, notably a semiconductor shortage anticipated to last 12 to 18 months, which may delay overall adoption.
- Consumer-facing AI agents, such as those involved in a “smartphone takeover,” are already emerging particularly in China, whereas enterprise adoption will happen gradually due to integration complexities.
- Adoption rates remain low, especially in small to medium-sized businesses; nevertheless, forecasts show a significant increase in enterprise use over the long term, from 12% in 2030 to 37% by 2040.
