The Agentic AI Super Cycle

What happened

Today, more than half of USA GDP growth is due to AI infrastructure investment. The post The Agentic AI Super Cycle appeared first on Semiconductor Engineering .

The biggest technology revolutions of the past were driven by steam engines in the 1700s, railroads in the 1800s, electricity, cars, phones, planes, computers, and the internet in the 1900s. A few years ago, Goldman Sachs predicted Generative AI would increase global GDP by about 7% over 10 years.

Agentic AI is much more powerful and more economically impactful than generative AI (and any previous industrial revolution) and requires much more compute investment for broad adoption. More than half of GDP in advanced economies is labor, with more than half of that labor being cognitive work that can be made much more productive with agentic (AI that carries out multi-step tasks rather than answering one question) AI.