Goldman Sachs Bets Big On Agentic AI Boom By 2040, But Warns Bad Data Could Leave A Bad Taste

Goldman Sachs says agentic AI could sharply raise token consumption and AI queries by 2030 and 2040.

The bank expects that to benefit compute vendors, chipmakers, and cloud infrastructure providers.

It also warned that poor data quality could waste compute, reduce returns, and delay profitability.

Enterprise adoption is still immature, which could slow the pace of monetization even as demand rises.