06/02/2026
For the past two years, investors have questioned whether Big Tech's massive AI spending would ever generate meaningful returns.
Goldman Sachs believes the answer may be yes.
Their research forecasts AI agent usage will drive a 24x increase in token consumption by 2030, while the cost of processing those tokens continues to fall rapidly. The combination could create a significant boost to operating margins and cash flow for major AI platforms. (Goldman Sachs)
Cornwell Corp: [email protected] / 480-951-1212
Key takeaways:
✅ AI usage is accelerating faster than expected
✅ Computing costs are falling 60-70% annually
✅ Enterprise adoption is still early
✅ Cash flow may become the next phase of the AI story
AI isn't just a technology story anymore—it's becoming a cash flow story.
