AI Adoption Tracker

研报英文原文证据摘录

AI Adoption Tracker

Economics Research

30 June 2026 | 10:30PM EDT

AI ADOPTION TRACKER

June 2026: Adoption Rises to 20.6%

n We update our AI adoption tracker through June 2026. Sarah Dong

+1(212)357-9741 | sarah.dong@gs.com

Goldman Sachs & Co. LLC

n AI-related investment growth remains strong, particularly for semiconductors,

Joseph Briggs where equity analysts expect global revenue to reach $826bn (ann.) by the end +1(212)902-2163 |

of 2026. Consensus revenue forecasts for memory producers has been revised joseph.briggs@gs.comGoldman Sachs & Co. LLC

up by $173bn (ann.) since the public release of ChatGPT in November 2022.

AI-related investment in the US national accounts also continues to rise and now

stands at $425bn (1.3% of GDP) above its 2022 level. AI-related hardware

shipments from South Korea rose to an all-time high of $36bn/month USD in

May and US AI hardware net imports remained elevated at $52bn in April.

n AI adoption by firms rose by 1.1pp to 20.6% among US establishments (with

adoption expected to rise to 23.9% in the next 6 months) according to the

Census Bureau’s Business Trends and Outlook Survey (BTOS). Information,

professional services, finance, and education firms continue to lead adoption. At

a detailed subsector level, publishing and some finance firms report adoption

levels at or exceeding 50%, and beverage and tobacco manufacturing and

transportation firms report the largest expected increase in adoption over the

next six months. Establishments with over 250 employees continue to lead in

adoption (40.7%), but medium-sized firms with 100-250 employees have

accelerated their pace of adoption in recent months. Other business surveys note

that many firms are beginning to experiment with agentic AI systems.