BofA Global Research analysts found that enterprise AI implementations are moving from pilots to production, which could boost S&P operating margins by 200 basis points (bps) over the next five years, equivalent to approximately $55 billion in cost savings, annually.
Software is the industry that may see the greatest product margin expansion (5.2%) due to enterprise Gen AI, followed by semiconductors, and the energy sector. The least likely sectors to benefit are healthcare equipment and services, and telecommunications, which may see a deterioration of profit margins.
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