The new technology of artificial intelligence (II) is driving unprecedented financial demands, surpassing such historical booms as the health boom and the Internet bubble.. According to PwC forecasts, by 2050, global investments in the data processing center could move 30 trillion dollars, which is perhaps equal to the US power bank. These figures reflect the inflation rate and significantly exceed the scale of forward investment plans.
Ambitious plans and unforeseen developments.
Leading companies in the industry, such as Anthropic, plan to invest hundreds of billions of dollars over the coming years. This financing, which significantly outweighs their projected income, is based on the significant increase in productivity and future profits. However, as far as savings are concerned, there is little evidence to support these ambitious forecasts..
JPMorgan analysts have indicated that there is a significant increase in productivity in the United States, with the leadership in the 3rd stage.. It is worth questioning the long-term stability of current estimates of companies in the industry. A Bain Company study showed that productivity gains in existing markets were not enough to justify such large-scale investments.. It is necessary to create new markets that can be exploited by everything: from robots, ceramics, to the development of new materials for batteries and conductors..
Finance and search for new markets.
Global employers of poor services and other companies in the world, including Google, Amazon and Microsoft, will require $4.2 trillion in additional income over the next five years to cover spending on infrastructure expansion.. The main problem is that there will be enough profit to justify the investment.
Economies match the current situation with historical technological revolutions. Although the potential for transforming the world from office work to scientific research is unlimited, it is important to evaluate not only the short-term fluctuations in the investment market, but also the long-term influx on the world. According to JPMorgan, technology booms often end when the infrastructure can no longer generate sufficient output..
It really is a productivity booster?
On the example of Nvidia, whose chips are the basis for the consumer industry, JPMorgan said that to justify the company's precise estimates, US productivity is expected to grow by 3-5% over the next decade. However, according to the forecasts of the Budget Office of the US Congress, this figure becomes less than 1.75%.
According to estimates, the United States accounts for nearly three-quarters of global investment in the United States. Columbia Business School economist Steen Vanniuwelberg estimates US investment in the world from 2025 to 2032 at approximately 9 trillion dollars, which would represent 3.2% of the country's GDP.. To achieve a 10% profit rate, by 2032 the American SME sector could generate approximately 3.55 trillion dollars in income on the contrary, while current income is significantly lower.
The high level of government infrastructure financing will be inflated to any negative changes, such as a weakening of the economy, the shutdown of projects or a drop in asset prices.
Enthusiasm and potential risks.
Unconcerned with financial trends, executives of American companies remain optimistic. Anthropic CEO Dario Amodei sees the future as “beyond the boundaries of reality,” and OpenAI CEO Sam Altman sees the “acceleration of miracles” from building models to perfection. This is what is called “recursive self-modification” and is a key element of investment logic, which promises a non-increasing increase in productivity.
However, the Swede's growing capabilities also call for fear of the risks for humanity. Cambridge University economist Diana Coyle suggests that the impact of new technologies on productivity has historically manifested itself in 10-50 years.. Anthropic's economic team has outlined various scenarios for economic growth up to 2030, and river growth could vary from 2.4% to 15.4% depending on the scale of the influx..
Floating to the market.
Forecasts for the expenditure of workers are different: Amodeya transfers half of the office plantations over a period of five years. The most obvious influx of danger is expected from the growing number of new recruits in the White Commercial Landings. Research shows that in such areas as accounting and jurisprudence, the employment of young specialists (22-25 years of age) is 19% lower than in professions that are more important to automate, for example, cleaners and alarm workers.
Dovgostrokov's perspective.
Regardless of the pace and scale of change, the economic effect will certainly be significant. Historical parallels, such as the financial crisis of 1873, which did not lose its grip, and the collapse of the dot-coms in the 90s, which did not slow down the development of the Internet, testify to the persistence of technological advances.
Dzherelo: https://www. ithome. com/1/009/439. htmPiece intelligence: the race to change the world until the money is exhausted read on the HiTech website. Expert.