Report published October 1, 2026

Goldman Sachs Research: AI Adoption Tracker: Adoption Rises to 23.8%

Goldman Sachs · October 1, 2026

Goldman Sachs' September 2026 AI Adoption Tracker shows US establishment AI adoption rose to 23.8%, led by information, professional, and finance sectors. AI investment momentum remains strong, while labor market disruptions remain concentrated in tech and creative fields and offset by data-center construction demand.

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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Key Takeaways

1.US business AI adoption rose 1.4 percentage points to 23.8% in September, with adoption expected to reach 27.6% over the next six months.
2.AI investment growth remains strong; semiconductor global revenue is expected to hit $868bn annualized by end-2026, and US AI hardware investment is up $555bn over 2022 levels.
3.AI's labor market impact remains narrow: job growth is dragged in specific occupations (marketing, tech, customer service), but offset by a 317k surge in data center construction employment since 2022.

AI Investment
AI Adoption by Firms
AI's Impact on the Labor Market
Labor Outcomes
Labor Demand
AI's Impact on Productivity
Latest GS Research on Artificial Intelligence

Report data

Exhibit 8: 23.8% of Firms Are Using Artificial Intelligence in Their Regular Business Functions (+1.4pp From August); 27.6% Expect to Use AI In the Next 6 Months

Metric	Estimate	Context
US establishment AI adoption rate	23.8%	Adoption among US establishments using AI in regular business functions according to BTOS.
Projected global semiconductor company revenues	868 USD Billion	Annualized projected revenues for semiconductor companies.
AI hardware investment increase in US national accounts	555 USD Billion	Three-month annualized basis increase above 2022 level, representing 1.7% of GDP.
US AI hardware net imports	66.5 USD Billion	Monthly US net imports of AI hardware.
Data center-exposed construction employment increase	317 Thousand	Construction job gains in data center categories relative to broader construction trends.

Source: Census Bureau; FactSet; Bureau of Economic Analysis; Haver Analytics; US Bureau of Labor Statistics. This is a dated model snapshot, not a live forecast.