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Applied AI·July 1, 2026·1 min read

One in five U.S. companies is now using AI, but the impact on the job market remains narrow, say Goldman analysts

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With AI usage at 20.6% of U.S. firms and labor impacts still narrow, the near-term story is productivity experiments, not mass displacement. Leaders should treat this as a window to run targeted pilots and redesign workflows before adoption jumps from one-fifth of companies to a majority.

Applied AI

‘Families, farmers, and small businesses should not be forced to cover the costs of new power generation’: Forget Trump’s voluntary commitment, this new bipartisan act wants to force AI companies to pay for the energy they use

The Ratepayer Protection Act is a clear signal that AI power demand is becoming a political cost center—expect direct cost-recovery mechanisms tied to data centers and model training. If you’re planning large AI workloads in the US, bake potential energy surcharges and location-specific regulation into your 3–5 year TCO models now.