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Goldman Sachs has internal disagreements regarding the most sensitive issues in AI, but "even if it is a bubble, it will continue for a long time".
Goldman Sachs analysts generally believed that the shortage of chips and electrical utilities supply could limit the development potential of AI technology. However, if AI can significantly accelerate economic growth and corporate profitability without exacerbating inflation issues, the long-term return on the S&P 500 index will be higher than the average level.
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Global EFuse (Auto Retry, Latched) Market Forecast to 2035 With Analog Devices, STMicroelectronics, Monolithic Power Systems, Microchip Technology and Qorvo Dominating
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