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What Are Stocks Expecting From Artificial Intelligence?

Investors who are optimistic about the potential for artificial intelligence (AI) to impact economic growth have several bullish private sector estimates to point to. At the same time, other credible estimates point to a minimal impact of AI on economic growth.


Bullish estimates of AI’s growth potential rely significantly on expectations that AI models will be able to conduct new tasks, and/or a much higher share of existing tasks that can be profitably performed by AI than existing studies show.