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Efterspørgslen efter strøm fra datacentre ventes at stige omkring 170 procent fra 2025 til 2030.
Udbygningen begrænses blandt andet af mangel på kvalificerede elektrikere og svejsere samt reguleringsusikkerhed.
AI anvendes af 15-20 procent i de store udviklede markeder og 10-15 procent i store vækstmarkeder.
Brancher med høj eksponering mod AI-automatisering har haft langsommere vækst i jobopslag siden anden halvdel af 2022.
Beskæftigelsen i blandt andet callcentre, softwareudgivelse, ledelseskonsulentvirksomhed og reklameservice ligger under tendensen i udviklede lande.
Næsten to tredjedele af S&P 500-selskaberne nævnte AI i regnskabstelefonmøderne for andet kvartal.
Kun 2 procent af selskaberne opgjorde AI’s betydning for deres indtjening.
Fysiske og digitale miljøer kan blive tilpasset AI-agenter, robotter, autonome køretøjer og droner.
Fra Goldman Sachs:
George Lee
Co-head of the Goldman Sachs Global Institute
The emergence of new technology has long inspired humans to shape our environments. The invention of steel permitted the rise of skyscrapers, the automobile inspired highway systems, and the internet gave rise to a whole new set of digital spaces. Soon, autonomous vehicles could minimize the need for urban parking and reduce the size of merge lanes, making roads narrower and sidewalks wider. Residential buildings might need to be adapted to provide landing spots for drones to drop deliveries. And websites and software are increasingly being optimized for artificial intelligence (AI) agents, prioritizing machine-readable utilitarian interfaces over elegant design. As AI models become more capable, our physical and digital environments will likely be re-imagined to better accommodate AI agents and bots, writes George Lee , co-head of the Goldman Sachs Global Institute, in an article first published in Fortune: “Software and websites built for humans won’t vanish. Factories, warehouses, and stores won’t suddenly close. But a new and different infrastructure will eventually emerge—one that is designed to serve our digital workers in contexts where humans may no longer be the primary actors. We may begin to consider the ergonomics of agents and robots as much or more than we consider optimization for humans. “While some may view this wistfully, it seems likely that these changes and the tremendous efficiency gains they promise may free up capital and creativity to build new, entirely human-centric architectures that are not burdened by the compromises necessary to accommodate people and machines but rather are tuned exclusively to our highest tastes and aspirations.” Read the full article for more on how our digital and physical spaces are evolving with the advance of AI and robotics.
Is AI Impacting Global Labor Markets?
As companies integrate AI tools into their operations, the effects on hiring are starting to show up in the economic data for some industries and workers around the world, according to Goldman Sachs Research . Our economists find that major developed markets are ahead of other countries in deploying AI, with adoption rates between 15% – 20%.
Among developed markets, France, the US, the Netherlands, and the UK score at the top end of this range of AI adoption. Adoption rates are in the range of 10% – 15% among major emerging markets, according to Goldman Sachs Research estimates. Our economists also find that industries with greater exposure to AI automation are associated with slower growth in job openings since the second half of 2022. There is evidence that employment in information and communication services, two of the industries that are the most exposed to AI, has slowed because of the technology, according to Goldman Sachs Research. Employment in call centers, software publishing, management consulting, and advertising services has also fallen below trend across the developed world. Call center employment, for instance, now stands 39% below trend in the US, 33% below trend in Canada, and 27% below trend in Germany. Read the full article or find more of our insights on AI .
The Outlook for Data Center Power Demand
Carly Davenport (left) and Brian Singer (right) with hosts George Lee (center left) and Allison Nathan (center right)
Global data center power demand is forecast to rise about 170% by 2030 relative to 2025 levels, according to Goldman Sachs Research. These expectations for higher power demand factor in new data center construction projects, rising utilization of existing data centers, increased spending expectations for the biggest cloud computing providers, and an anticipated uptick in shipments of power-intensive, AI-related servers. That said, there are constraints to the buildout of data centers and the energy infrastructure to support them, says Brian Singer, global head of GS SUSTAIN in Goldman Sachs Research . One such constraint is skilled labor, including electricians and welders who can handle high-voltage connectivity. “When power demand wasn’t growing at all, which was the case in the US for a decade, there was little incentive to go into these fields, and now the expectations have changed so significantly that it just takes a while to respond when you need four years of training at least to be certified,” Singer says on Goldman Sachs Exchanges. For power and utilities companies serving data centers, regulatory uncertainty is “probably the single most important issue,” says Carly Davenport, senior US utilities analyst in Goldman Sachs Research . She notes that companies are trying to mitigate concerns about the impact of data centers on power reliability and affordability by putting in place special tariff structures to standardize data center power fees and establishing customer protections. Find more of our insights on energy markets .
H ow AI adoption Is Affecting Corporate Earnings
Almost two-thirds of companies mentioned AI adoption during second-quarter earnings calls for S&P 500 companies—mirroring other indicators that show rising uptake of AI across industries. But only 2% of companies quantified how AI was impacting their earnings, according to Ben Snider, chief US equity strategist in Goldman Sachs Research.
At the same time, while almost 50% of companies mentioned AI in the context of productivity or efficiency, just one in 10 quantified how AI boosted productivity in specific use cases like coding or customer support. “This shows why investors have continued to focus almost exclusively on AI infrastructure stocks, which have a large and visible near-term earnings impact from the AI investment boom — rather than the companies that will potentially benefit from AI productivity gains in the future,” Snider explains. In case you missed it: Read our article on how automation impacts the lives and careers of displaced workers.
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Hurtige nyheder er stadig i beta-fasen, og fejl kan derfor forekomme.
