AI is winning over consumers — but it's way behind with businesses, say Goldman Sachs analysts (www.businessinsider.com)

Goldman Sachs analysts say AI has clearly won consumer attention — think ChatGPT-style generative apps — but enterprise adoption is lagging well behind expectations. While consumer-facing tools are demonstrating palpable value, companies aren’t yet embedding AI deeply across workflows: Goldman’s team notes enterprise adoption is “well below” where they expected even six to nine months ago. At the same time, demand for compute from large generative models has outpaced capacity, driving an unexpected surge in AI infrastructure investment. That mismatch matters for the AI/ML community because it shifts priorities from model research to deployment, cost and ROI. Goldman flagged investor skepticism about whether massive infrastructure outlays (Nvidia estimates $3–4 trillion cumulative AI infrastructure spend by decade’s end) will deliver commensurate returns. McKinsey’s State of AI 2025 echoes this: ~88% of firms use AI in at least one function, but only ~33% have scaled it enterprise-wide; 64% say AI enables innovation, yet just 39% see bottom-line impact. The takeaway: technical challenges around production-grade integration, MLOps, inference costs and measurable business outcomes — not just model capabilities — will determine whether current enthusiasm translates into sustained enterprise value.