Hyperliquid News Today: Goldman: AI's $19 Trillion Buzz Surpasses Actual Progress, Bubble Concerns Rise

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Hyperliquid News Today: Goldman: AI's $19 Trillion Buzz Surpasses Actual Progress, Bubble Concerns Rise

Bitget-RWA2025/11/17 21:22

By:Bitget-RWA

- Goldman Sachs warns U.S. stock markets have overvalued AI's economic potential, pricing $19T gains ahead of actual productivity impacts. - The bank identifies "aggregation" and "extrapolation" fallacies as key risks, mirroring historical tech bubbles from 1920s/1990s over-optimism. - AI expansion extends beyond tech sectors, with blockchain compliance tools and energy management markets projected to grow via AI integration. - Regulatory challenges persist as DeFi collapses expose gaps in AI token definit

According to Goldman Sachs, the U.S. stock market has already factored in nearly all the anticipated economic advantages of artificial intelligence, with $19 trillion in market capitalization growth outpacing the actual macroeconomic effects of AI. The investment bank’s findings, released in a report from November 2025,

cautions that although AI-related stock valuations are still elevated

, they are now nearing the upper threshold of what is economically reasonable, sparking worries about potential overvaluation.

The report projects that the net present value of AI-driven capital income for the U.S. could fall between $5 trillion and $19 trillion, with a central estimate of $8 trillion. Yet, since ChatGPT’s debut in 2022, companies tied to AI have seen their market worth soar by more than $19 trillion, a surge that includes semiconductor manufacturers, major cloud providers, and private AI developers.

Goldman’s Dominic Wilson and Vickie Chang point out

that this indicates the market is valuing AI’s promise far ahead of its actual impact on productivity, a phenomenon they describe as “a feature, not a bug,” but warn it could result in future market corrections.

The bank identifies two main risks: the “fallacy of aggregation,” where investors may wrongly assume that individual company successes can be scaled across the entire sector, and the “fallacy of extrapolation,” where short-term gains are mistakenly expected to last indefinitely.

These concerns mirror trends seen

in previous waves of innovation, such as those in the 1920s and 1990s, when markets overpaid for anticipated profits despite genuine technological progress.

Hyperliquid News Today: Goldman: AI's $19 Trillion Buzz Surpasses Actual Progress, Bubble Concerns Rise image 0

At the same time, AI is being adopted beyond the traditional technology industry. In November 2025, Hong Kong’s Solowin joined forces with AI company 4Paradigm to create blockchain compliance solutions, utilizing machine learning for instant risk monitoring and adaptive profiling. This partnership seeks to tackle compliance issues in the cryptocurrency sector,

where regulatory demands are increasing

as companies strive to balance innovation with legal requirements.

Regulatory barriers continue to pose significant obstacles. The 2025 collapse of the COAI token revealed weaknesses in decentralized finance, especially in developing markets with inconsistent oversight. This event highlighted the urgent need for clearer definitions of AI tokens and stablecoins under U.S. regulations,

since the vague wording of the CLARITY Act

and overlapping responsibilities between the SEC and CFTC have left the market in uncertainty.

Goldman’s research also corresponds with larger industry changes. For example, the worldwide energy management systems sector is expected to reach $219.3 billion by 2034, propelled by AI-powered efficiency tools and smart grid technologies.

This growth signals a wider movement

of AI being integrated into infrastructure, where predictive analytics and automation are transforming how energy is used.

For those investing, the report highlights a delicate equilibrium. While AI could increase U.S. productivity by 15% over the next ten years, the disconnect between market enthusiasm and real economic results may grow.

Goldman recommends prudence

, emphasizing that aside from hardware, current AI earnings are modest and rely on swift fulfillment of expectations. As the market continues to surge, it remains to be seen if the underlying fundamentals will catch up.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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