Anthropic says AI could lift U.S. GDP sharply by 2030

Anthropic says AI could lift U.S. GDP sharply by 2030
AI to boost U.S. GDP

At a time when governments and businesses are weighing the economic consequences of generative artificial intelligence, Anthropic says advances in the technology are accelerating change across industries. The company projects in one internal model that AI could expand U.S. economic output to $44 trillion by 2030, up from just over $30 trillion currently.

Highlights

  • Anthropic's internal economic models project U.S. GDP could rise sharply to $44 trillion by 2030 from just over $30 trillion currently.
  • Co-founder Jack Clark emphasizes AI-driven economic growth will require the creation of new industries and inventions beyond productivity gains in existing sectors.
  • Clark calls for international cooperation and stronger global regulations to manage AI's transformative economic impact, highlighting the need for 'unusual and serious rules.'

Economic forecast and policy warning

As reported by Reuters, Anthropic co-founder Jack Clark says rapidly improving artificial intelligence capabilities are set to bring much faster change across all fields, while one of the company's internal economic models points to a sharp rise in U.S. GDP by 2030.

Speaking on Saturday at the IMF and World Bank annual meetings in Bangkok, Clark says the projected $44 trillion output "sounds very outlandish" when compared with the current level of just over $30 trillion. He adds that AI is already greatly increasing scientific discovery, a trend he says underpins the scale of the forecast.

Implications for industry and regulation

Clark says such a large expansion in economic output would imply the creation of new industries and inventions to sustain that growth. He frames the outlook as a sign that AI's economic effects are not limited to productivity gains in existing sectors, but could extend to broader structural changes across the economy.

He also says international cooperation is needed to establish "unusual and serious rules" for the technology. The remarks place Anthropic's economic optimism alongside a call for stronger global guardrails as policymakers and industry leaders debate how to manage AI's transformative impact.

In our earlier article on a KPMG U.S. CEO survey about AI agents, we noted that many large companies are already reporting efficiency and growth benefits, even though only a small share consider the technology transformational so far. The survey also highlighted continued heavy investment in AI infrastructure alongside plans for hiring, retraining, and redesigning processes to make AI work at scale.

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