Zhixun Finance and Economics learned that a deep analysis by Goldman Sachs shows that generative AI will affect the online consumption habits of many sub-industries, including digital advertising, e-commerce, cloud computing, online tourism, entertainment, education, and online dating.

In the initial stage, major cloud providers may benefit most from widespread consumer adoption of artificial intelligence.

Goldman Sachs states in its report "The Sixth Part of Generative Artificial Intelligence: Examining the Consumption Internet Landscape" that "over the next two years, we expect the capital expenditure intensity of super-scale enterprises to rise, including", "total capital expenditures will increase from $84 billion (17% of total revenue) in 2023 to $140 billion (22% of total revenue) in 2025, as super-scale enterprises continue to seek opportunities and hope to meet customers' higher-performance computing demands."$Amazon (AMZN.US)$AWS and Azure have become one of the top three global market players with a market share of 7.7%, and a year-on-year growth rate of as high as 92.6%.$Meta Platforms (META.US)$ and $Alphabet-C (GOOG.US)$/$Alphabet-A (GOOGL.US)$New profit models are expected to emerge. For example, generative artificial intelligence tools can expand the potential of the creator economy. Data authorization for building models will also increase, just like the transaction between Google and Goldman Sachs. Providing advanced artificial intelligence features is another revenue channel.

The report stated: "The returns on these investments will form over time, but we see cloud providers as the direct beneficiaries of the shift to artificial intelligence since they create revenue from these workloads. "

Goldman Sachs expects that the internet driven by generative AI will change how consumers interact in countless online environments, especially with the rise of more capable AI assistants.

Goldman Sachs said: "In the long run, we do see potential for new devices (AR/VR glasses and headsets, as well as other wearable devices) and AI assistants to be integrated into these devices, supplementing or replacing mobile devices as consumers' primary internet access points (similar to how mobile devices replaced personal computers)."

Several companies have already launched generative artificial intelligence shopping assistants, such as Amazon's Rufus, Chegg's Gift Mode, DuoLingo's Magical Listings, and Ask Instacart.$Reddit (RDDT.US)$The introduction of AI-assisted teachers has changed learning platforms like Chegg and DuoLingo.

The online shopping model will also change. Browsing and manually scrolling through products will be largely replaced by AI assistants or algorithms, which will directly guide shoppers to purchase specific products.

The report found that "as the discovery process is outsourced to artificial intelligence, suppliers of content, products, services, etc. may lose direct contact with consumers. "

Several companies have launched generative AI shopping assistants, such as Amazon's Rufus, ...$Etsy Inc (ETSY.US)$...Gift Mode, ...$eBay (EBAY.US)$...Magical Listings, and ...$Instacart(Maplebear) (CART.US)$...Ask Instacart.

As AI assistants and integrated AI applications emerge, search behavior will also change.

The report states: "While it is too early to judge the long-term development of search, we believe that given Google's competitive advantages in existing user and publisher scale, unique data, AI capabilities, and infrastructure, Google is in a favorable position to take advantage of this early shift to AI. "

The introduction of AI-assisted teachers has changed the learning platforms of companies like Chegg and Duolingo.$Chegg (CHGG.US)$ and $Duolingo (DUOL.US)$Industry-wide CNI online consumption index showed strong growth in the same period.

Finally, the report found that online dating applications may also undergo a complete transformation. Examples include generative AI writing pickup lines or conversations, establishing dating profiles, acting as dating coaches, and even writing breakup messages.

Editor/Somer