By 2024, Goldman sees the world number going up to $132 billion with the US at around $68 billion. Of that, they estimate the US will represent $56.83 billion and China will represent $24.74 billion. Over the longer term, AI related investment could peak as high as 2.5 to 4% of GDP in the US or 1.5 to 2.5% of other major AI leaders.

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