‘Is AI fueling a new wave of growth or a bubble?’

‘Is AI fueling a new wave of growth or a bubble?’

‘Is AI fueling a new wave of growth or a bubble?’

https://www.lemonde.fr/en/opinion/article/2026/01/19/jean-pisani-ferry-economist-is-ai-fueling-a-new-wave-of-growth-or-a-bubble_6749587_23.html

Publish Date: 2026-01-19 14:00:00

Source Domain: www.lemonde.fr

Certainly! Here are the key points summarized from the portion of the article that is available:

  • Rapid Growth of ChatGPT: Since its launch in November 2022, ChatGPT has reached 800 million active users, demonstrating a faster growth rate than both TikTok and WhatsApp over their respective time frames.

  • Impact of Artificial Intelligence: AI is transforming professional practices and everyday life on a global scale, and the changes are still unfolding.

  • AI Driving U.S. Growth: Since the beginning of 2025, nearly all of the growth in the United States is attributed to investments in AI, contributing significantly to economic growth.

  • European Competitiveness: A report from the Banque de France indicates that Europe has fallen behind due to stagnating productivity, in contrast to the growing American economy spurred by AI.

  • Continued Investment Boom: Investment bank Goldman Sachs projects capital spending will exceed $500 billion in the current year, primarily by major AI companies (the “Magnificent Seven”), indicating a significant tech investment boom.

These points highlight the major themes concerning AI’s rapid rise and its influence on global economic trends.