Will AI Eat Software?
Full report
Reading view
More from source
More from Goldman Sachs Research

Goldman Sachs ResearchMar 4, 2026
GS SUSTAIN: How Rising Hyperscaler Reinvestment Impacts the 6 Ps Driving Power Growth / Constraints
Macro
Goldman Sachs ResearchMar 23, 2026
Iran Conflict: How Long, and How Bad?
Macro
Goldman Sachs ResearchMar 24, 2026
The HALO effect: Heavy Assets, Low Obsolescence in the AI era
Macro

Goldman Sachs ResearchMar 27, 2026
How the Iran War Is Impacting Investment Portfolios
Macro

Goldman Sachs ResearchMar 27, 2026
Why Are UK Gilt Yields So High?
Macro