Can the AI Boom Deliver Enough Productivity?

ABOUT THE EPISODE The AI industry is spending hundreds of billions on data centers and computing power. The question is whether that investment can produce the extraordinary productivity gains investors are expecting.

Jessica Wachter, Dr. Bruce I. Jacobs Professor in Quantitative Finance at The Wharton School, explains why her research points to a rare productivity boom as the threshold for AI investment to pay off. She discusses the potential for $1 trillion in annual AI investment, the risk if companies fall short, and what the boom could mean for workers, wages, and markets.

ABOUT THE PODCAST Every day, business scholars answer pressing questions in their research - but what do their insights mean for you? In this podcast, Wharton faculty dive into what inspired their studies and how their findings resonate with the world today. Learn how research insights translate into knowledge you can use, with host Dan Loney.

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