2024Q2: Hardware Investment Grows, Barriers to Profitable Use Remain (Kodnani)
AI-related investment growth remains strong, particularly for semiconductorfirms, where equity markets expect revenue growth of around 50% from currentlevels by the end of 2025. Since the release of ChatGPT, equity markets have
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firms, where equity markets expect revenue growth of around 50% from current
levels by the end of 2025. Since the release of ChatGPT, equity markets have
upgraded their 2025 revenue projections for AI hardware enablers by $330bn (or
1.2% of US GDP), up from $250bn a quarter ago. These upgrades are expected
to broaden from semiconductor and cloud firms to the broader datacenter stack
(e.g., memory and networking firms) by 2025H2. While AI-related investment is
not yet visible in national accounts data, manufacturers’ shipments for AI-related
components have continued to pick up in the US and Japan over the past
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