没有合适的资源?快使用搜索试试~ 我知道了~
在人工智能时代,企业如何解锁长期战略价值?.docx
1.该资源内容由用户上传,如若侵权请联系客服进行举报
2.虚拟产品一经售出概不退款(资源遇到问题,请及时私信上传者)
2.虚拟产品一经售出概不退款(资源遇到问题,请及时私信上传者)
版权申诉
0 下载量 146 浏览量
2024-04-17
12:47:49
上传
评论
收藏 1.57MB DOCX 举报
温馨提示
试读
21页
在人工智能时代,企业如何解锁长期战略价值?.docx
资源推荐
资源详情
资源评论
Navigating
the AI Era
How Can Companies Unlock
Long-Term Strategic Value?
Executive Summary
AI has been advancing in its technical efficacy over recent decades,
with key breakthroughs across its three primary components—compute,
model architecture, and data—leading to the pivotal inflection point
we’re witnessing today. AI now surpasses key human benchmarks across
reading comprehension, image and speech recognition, and language
understanding. The usability and interface of early platforms have made
the technology accessible to the imaginations of millions. The net result
is a new technology era poised to transform nearly every industry,
sector, and job function.
In our view, this is more than “business as usual” for decision makers,
investors, and the broader public. The rapid rise and mass adoption of
Generative AI in a relatively short amount of time—OpenAI’s ChatGPT
was introduced to the public in November 2022—have led to a velocity
of fundamental shifts and strategic decisions we haven’t witnessed
since the advent of the Internet and mobile technology.
In 2023, the
total market cap for our basket of AI winners increased by 75%.
¹ VCs
are excited to invest in the next disruptive AI startup, public market
investors are eager to understand how AI will impact every sector,
and companies are working to understand how AI will fundamentally
alter the strategic landscape.
Artificial Intelligence (AI) The intelligence of computers
or software, especially to perform functions normally
associated with human intelligence.
Generative AI (GenAI) AI for generating new content,
including but not limited to text, pictures, video, and
computer code.
1
AI winners basket as denoted by GS FICC and Equities; FactSet market data priced as of 22-Sep-2023
World
US
China
World GS revenue projections
US GS revenue projections
China GS revenue projections
Billions
of
2021
USD
A New Technology Era
Although corporate and consumer applications of GenAI
are still in their infancy, we have observed several key
themes that warrant further exploration.
Enterprise Transformation: AI will drive a new wave
of enterprise transformation across all industries and
almost all job functions over the next decade.
Public Investor Focus: While market value increases
have been concentrated in a small number of public
companies to date, investors are starting to think
expansively about which public and private companies
are best positioned to capture value for shareholders.
Emergence of Strategic Theses: Although the majority
of M&A at this stage has been focused around a
small group of early use cases and core-enabling
infrastructure, key strategic M&A theses are beginning
to form. Strategic investing has taken creative form,
including in-kind investment by hyperscale cloud
companies and asset-backed structures secured by
GPUs and customer contracts.
Al Investment is Likely to Grow Over the Next 2–3 Years
Private Al investment (dotted lines show GS revenue projections*)
160
140
120
100
80
60
40
20
0
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Source: Stanford Institute for Human-Centered Artificial Intelligence, Goldman
Sachs Research
*Average of GS Research 2022–2030 revenue growth estimates for Microsoft
Azure, NVIDIA, Google Cloud, and Amazon Web Services (when available)
“We need to think as big as we can
…
before AI
thinks bigger than we do.”
Marco Argenti
Chief Information Officer, Goldman Sachs
~25% of Current Work Tasks Could Be Automated by Al in the US and Europe
Share of Industry
Employment
Exposed to
Automation by AI:
US
50
40
30
20
10
0
47
44
37
36
35
33
32
31
29
28
28
28
27
26
26
25
19
12
11
9
6
4
1
Share of Industry
Employment
Exposed to
Automation by AI:
Euro Area
50
40
30
20
10
0
45
34
31
29
24
22
21
15
8
7
4
Source: Goldman Sachs Global Investment Research
Navigating the AI Era
2
As industry experts and stewards of the capital
markets, we are uniquely positioned to provide
thought leadership that addresses these key
themes and provides our clients with a front row
seat to the strategic landscape shifts of the AI Era.
Percent
Percent
More Than a Tech Revolution.
A Productivity Transformation.
The clearest form of the potential of GenAI is the
productivity gains it promises to realize across nearly
every industry and job function. Total value creation
from these productivity gains—efficiencies optimizing
both the top line and costs—could be greater than
$3tn across industries over the next decade.²
Across industries, management teams also perceive the
AI opportunity positively, reflecting both reception and
strategic prioritization. Based on conversations with
corporate clients over the last several months, decision
makers in sectors such as healthcare, real estate, and
technology, media, and telecom anticipate high impact
from GenAI to their core businesses, with a positive net
impact to their industries.
Perspectives on GenAI Opportunities Across Industries
By
Sector
% of
Clients
Inquiring
About
GenAI
Clients’
Anticipated
Impact From
GenAI
Most Interesting Client Questions
2023+ Impact
on Operating
Profit From
Al-Driven Cost
Reduction*
Technology,
Media, and
Telecom
90%+
High
Does GenAI create fundamental risk/danger to human society and
civilization?
$860bn
Consumer/
Retail
<10%
Moderate
How can GenAI drive enhanced personalization for the customer/
consumer experience?
$390bn
Healthcare
~50%
High
Which drug development companies will emerge as the “winners”
of GenAI?
$260bn
Financial
Institutions
~20–40%
Moderate
When will GenAI take out major parts of the financial services
value chain—underwriting in particular?
$340bn
Real Estate
~10–20%
High
What are the practical RE use cases of GenAI?
$330bn
Natural
Resources
<10%
Moderate
How do we get credit in our valuation for our GenAI capability set?
$240bn
Industrials
40%
Moderate
How will GenAI change the future of manufacturing and
supply chains?
$500bn
Source: Analysis based on interviews with IB clients and internal GS stakeholders
*2023+ Impact on Operating Profit from Al-Driven Cost Reduction from McKinsey Report on Economic Potential of Generative Al as of June 2023
剩余20页未读,继续阅读
资源评论
百态老人
- 粉丝: 1637
- 资源: 2万+
下载权益
C知道特权
VIP文章
课程特权
开通VIP
上传资源 快速赚钱
- 我的内容管理 展开
- 我的资源 快来上传第一个资源
- 我的收益 登录查看自己的收益
- 我的积分 登录查看自己的积分
- 我的C币 登录后查看C币余额
- 我的收藏
- 我的下载
- 下载帮助
安全验证
文档复制为VIP权益,开通VIP直接复制
信息提交成功