Goldman Sachs warns AI investment boom won’t last forever

Goldman Sachs has cautioned that the current surge in artificial intelligence investment may not sustain indefinitely, suggesting the sector's economic payoff could arrive more slowly than market enthusiasm implies. The bank's analysis points to a gap between near-term investor expectations and AI's actual delivery timeline, warning that transformative impact from the technology may take longer to materialize than the prevailing bullish sentiment assumes.

• AI's economic benefits may unfold over a longer horizon than current investment cycles price in, creating potential downside risk for valuations built on near-term productivity gains.
• Goldman recommends measured optimism rather than unbridled confidence in AI's immediate market impact.