Second AI boom drives agent and robotics commercialization

The author argues that a second AI boom is underway, driven by spending to commercialize what AI makes possible rather than just building infrastructure. This boom will encompass digital products like agents and physical products like robotaxis and robotics, alongside an explosion of AI-driven scientific discoveries in fields like medicine, materials, and chemistry. The author expects this investment wave to push U.S. GDP growth significantly above conventional forecasts over the next five years. Open article →