世界上最大的投资公司称中只有技术公司获得AI派的股份。
在星期六发表的一份经济分析中，阿波罗全球管理称指出，虽然"伟大七号"——包括Nvidia和Meta在内的一批已建立的技术公司——在AI繁荣期间出现了收入增长，但这种增长并没有被其他行业所分享。
"主流公司美国正在退出，并开始将象征性支出视为不是增长来源，而是一个成本中心，在边际权衡"，报告里是阿波罗的合作伙伴和首席经济学家托尔斯滕·斯洛克(Torsten Slok)，称。 "技术已经给美国公司带来了零财政回报"
在一系列图表中，斯洛克测量了科技公司兴旺但正规公司不兴旺的三个主要指标：工人人均收入、利润幅度和生产率增长。
自2022年以来，技术公司每名雇员的收入猛增——从55万美元增加到今天的近80万美元。 这个数字并没有改变，在过去七年里
同样，虽然2022年以来科技公司利润率飙升，但其他人的利润率却一直保持在10%左右。
而在整个经济中，AI还没有像一些AI乐观主义者所预测的那样大幅提高生产率增长。
阿波罗的研究预示着美国经济的阴暗阴影向AI工具和公司投下大量金钱他们的领袖们曾承诺 "富足的时代"
"展望未来的问题是，即使模型变得商品化，主流企业美国能否将越来越廉价的智能转化为更高的收入增长和更高的利润幅度","Slok 称。
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"这也许比听起来更难"，他补充说。
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One of the world's largest investment firms says that only tech companies are getting a share of the AI pie.
In an economic analysis published on Saturday, Apollo Global Management said that while the Magnificent Seven — a group of established tech companies that includes Nvidia and Meta — are seeing revenue growth during the AI boom, this growth isn't being shared by other industries.
"Mainstream corporate America is pulling back and starting to view token spending not as a source of growth but as a cost center that weighs on margins," Torsten Slok, a partner and chief economist at Apollo, said in the report. "The technology has delivered zero financial payoff to corporate America outside of tech."
In a series of graphs, Slok measured three main metrics that have boomed for tech companies but not for regular companies: revenue per worker, profit margins, and productivity growth.
Since 2022, revenue per employee figures have skyrocketed for tech companies — rising from $550,000 to nearly $800,000 today. Meanwhile, that figure hasn't changed much for everyone else in the S&P 500, lingering around $550,000 for the last seven years.
Similarly, while profit margins soared among tech companies since 2022, they've stagnated at about 10% for everyone else.
And across the economy, AI hasn't yet dramatically increased productivity growth as some AI optimists have predicted.
Apollo's research portends a dark shadow over a US economy throwing massive amounts of dough toward AI tools and companies, whose leaders have promised that an "age of abundance," where people won't have to work as much, will soon be upon us.
"The question looking ahead is whether, even as models become commoditized, mainstream corporate America can turn increasingly cheap intelligence into higher revenue growth and higher profit margins," Slok said.
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"That may be harder than it sounds," he added.
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