New Report

Harnessing AI for the Real Economy

Read Report
Read Report

New Report

Harnessing AI for the Real Economy

Read Report
Read Report

Seizing the AI innovation supercycle across the digital and real economies

 

The AI era is driving an industrial transformation unlike any in modern history—faster, broader, and more capital-intensive, creating new infrastructure and industry simultaneously.

AI is reshaping every sector —from software and cybersecurity to robotics, defense, and industrial manufacturing—and the companies that align technological vision with decisive capital strategy will define the next era of growth. AI-native startups are scaling faster than any company in history, incumbents are refounding their businesses around AI, and new capital structures are being developed to fund these growing digital and physical demands. 

To better navigate the path ahead, read Goldman Sachs Investment Banking’s latest report: Harnessing AI for the Real Economy.

Trends Shaping the AI Economy
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Disrupting the Disruptor: The Future of SoftwareIncumbents must refound around AI as startups scale at record pace. The companies pulling ahead can ship AI capabilities native to their workflows, disrupt their own product economics deliberately, and build toward the emerging value hierarchy rather than defending the existing one.
Physical AI and The New Industrial RevolutionWith the digital infrastructure buildout underway, AI’s next phase moves into the real economy. Physical AI is emerging as the next frontier of enterprise value creation, transforming how companies build, operate, and scale.
Emerging Pools of Capital Shaping the FutureStrategic partnerships, sovereign capital, and new structured credit instruments are defining the next phase of AI expansion—drawing on new pools of capital that prior technology transitions did not require.
Complex Deals Demanding Flexible Capital SolutionsWinning the AI economy requires both strategic vision and decisive capital strategy—and the speed and scale of this industrial transformation demands bespoke, flexible capital solutions across the full capital stack.
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We’re experiencing unique parallel moments unfolding in real time—building the infrastructure required to advance AI, while AI is rewriting the rules of the global economy.”
Mark Sorrell
Global Head of the Industrials Group in Investment Banking
Harnessing AI for the Real Economy
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