๐ Analysis: Goldman Sachs is divided on the future of AI!
Two senior Goldman Sachs strategists have just offered completely opposing views on the AI boom:
๐ *The optimists (Mark Wilson):* Believe AI profits are already clearly visible in the massive backlog of orders:
โข Total cumulative orders (Google Cloud & AWS): ~$1.14 trillion
โข Google Cloud order growth: 256% (reaching $561 billion)
โข AWS order growth: 189% (reaching $578 billion)
๐ *The cautious camp (Tony Pasquariello):* Warns that S&P 500 earnings growth may have peaked. The huge capital spending by tech giants is no longer matched by commensurate profit growth.
*Why does this matter?*
1. The debate has shifted from โIs there demand for AI?โ to โWhen will AI make money?โ
2. This divergence points to short-term correction risk for AI-related stocks and tokens if business results fall short of expectations.
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#CryptoMarket #Trading #Crypto #WhaleAlert #OnChain $BTC
Two senior Goldman Sachs strategists have just offered completely opposing views on the AI boom:
๐ *The optimists (Mark Wilson):* Believe AI profits are already clearly visible in the massive backlog of orders:
โข Total cumulative orders (Google Cloud & AWS): ~$1.14 trillion
โข Google Cloud order growth: 256% (reaching $561 billion)
โข AWS order growth: 189% (reaching $578 billion)
๐ *The cautious camp (Tony Pasquariello):* Warns that S&P 500 earnings growth may have peaked. The huge capital spending by tech giants is no longer matched by commensurate profit growth.
*Why does this matter?*
1. The debate has shifted from โIs there demand for AI?โ to โWhen will AI make money?โ
2. This divergence points to short-term correction risk for AI-related stocks and tokens if business results fall short of expectations.
๐ Get early market signals โ Follow [Channel](https://app.binance.com/uni-qr/cpro/Square-Creator-4a0f2008149d?l=en&r=BOZMO8A1)
#CryptoMarket #Trading #Crypto #WhaleAlert #OnChain $BTC