Goldman Sachs Global Macro Research: Gen AI: too much spend, too little benefit [pdf]
Summary
Goldman Sachs' Global Macro Research argues that enterprise Gen AI investments are growing rapidly, but the realized benefits lag spend. The report emphasizes disciplined prioritization, governance, and cost controls to achieve meaningful ROI, noting risks around data quality, model risk, and integration. For business and IT leaders, value comes from targeting high-impact use cases, standardizing platforms, and aligning AI with productivity goals.