Goldman Sachs Predicts AI Agents Will Increase Tech Cash Flow

New Goldman Sachs research argues that agentic artificial intelligence will reshape the financial landscape at major tech companies. A report last week from the Wall Street banking giant argues that the adoption of autonomous AI agents is expected to drive a 24-fold increase in global token consumption by 2030, reaching 120 quadrillion tokens processed per month. With computing costs decreasing in tandem, AI players are poised for a period of “margin inflection,” said Jim Schneider, the senior e