How AI is Affecting GDP Growth, Productivity, and Jobs | 9 Sept 2026 | Goldman Sachs
Note: Recorded on August 13, 2026
Summary of Discussion on the Economic Impact of AI
Sharmin Mossavar-Rahmani and Jan Hatzius discuss the economic impact of artificial intelligence in the United States, emphasizing that the transition is a gradual, long-term structural shift rather than an immediate revolution 00:00.
- GDP Growth Impact: Jan Hatzius estimates that AI investment contributes only about 0.1 percentage points to the roughly 2% US GDP growth, noting that many AI components are imported and treated as intermediate inputs 00:00.
References
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