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03-18

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"Sister Wood" speaks out: AI has begun to reshape productivity and will generate $12 trillion in revenue in the next decade

ARK创始人Cathie Wood表示，AI正切实拉动生产率；美国非农生产率已实现2.8%的同比增长，随着AI工具加速落地应用，未来增速有望翻倍至6%。她预测未来十年AI赛道将创造超10到12万亿美元收入，将对全球GDP产生实质性拉动。

"Sister Wood" speaks out: AI has begun to reshape productivity and will generate $12 trillion in revenue in the next decade

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U.S. nonfarm productivity has grown 2.8% year-over-year, Wood said, citing data. She believes that with the accelerated application of AI tools, there is significant upside in this growth rate, and the annual growth rate may reach 6% in the future, more than double the current level.</p><p>If this expectation can be realized, it will have far-reaching macroeconomic implications. Wood bluntly said,<strong>The expansion of AI income scale \"will become the real pulling force at the GDP level\".</strong></p><p><h2><strong>Revenue explosion of head model vendors, trillion-dollar market accelerating shaping</strong></h2>Wood specifically pointed out the revenue growth of cutting-edge AI model providers to support its optimistic judgment on the overall track.</p><p>According to it, Anthropic's annualized revenue has reached $19 billion; OpenAI's annualized revenue grew from $20 billion to $25 billion. This growth rate indicates that the commercialization process of AI is accelerating.</p><p>In Wood's view, the current revenue scale is just a starting point. She expects,<strong>The whole AI track will achieve a revenue volume of 10 to 12 trillion USD in the next five to ten years, with a leap-forward growth of \"almost starting from scratch\".</strong></p><p><h2><strong>ARK heavily positions in AI, flagship funds still stick to their beliefs under pressure</strong></h2>Wood has made a name for itself for betting on disruptive innovation, and AI has always been a core pillar of ARK's investment logic. This statement shows that despite the recent performance pressure of flagship technology funds, her judgment on the economic value of AI has not wavered.</p><p>NVIDIA CEO Huang Renxun's strong forecast of AI hardware demand provides evidence from the industrial side for the AI growth picture depicted by Wood-the continuous outbreak of chip demand is mutually confirmed by the rapid expansion of AI application layer revenue.</p><p>For investors, Wood's core signal is:<strong>The economic impact of AI is no longer at the conceptual stage. Productivity data and the income curve of head enterprises are gradually transforming this narrative into quantifiable reality.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Sister Wood\" speaks out: AI has begun to reshape productivity and will generate $12 trillion in revenue in the next decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Sister Wood\" speaks out: AI has begun to reshape productivity and will generate $12 trillion in revenue in the next decade\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-03-17 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Cathie Wood, founder of ARK Investment Management, said,<strong>Artificial intelligence is effectively promoting the improvement of labor productivity and will release more far-reaching economic dividends in the next decade.</strong></p><p>Wood noted that current nonfarm productivity has grown 2.8% year over year,<strong>With the continuous popularity of AI tools, this growth rate is expected to accelerate to 6% per year</strong>。 She expects that the AI track will generate $10 to $12 trillion in revenue over the next five to ten years and will generate a substantial pull on global GDP.</p><p>The above statement echoes Huang Renxun's recent prediction-the latter expects<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The cumulative sales by 2027 will reach at least US$1 trillion, further confirming the explosive growth momentum of the AI industry.</p><p><h2><strong>AI productivity dividends have emerged, and the growth rate is expected to double</strong></h2>Wood said the productivity gains from large language models were \"astounding\", and even previously skeptical colleagues within the company were impressed by its capabilities.</p><p>The current data has preliminarily confirmed this judgment. U.S. nonfarm productivity has grown 2.8% year-over-year, Wood said, citing data. She believes that with the accelerated application of AI tools, there is significant upside in this growth rate, and the annual growth rate may reach 6% in the future, more than double the current level.</p><p>If this expectation can be realized, it will have far-reaching macroeconomic implications. Wood bluntly said,<strong>The expansion of AI income scale \"will become the real pulling force at the GDP level\".</strong></p><p><h2><strong>Revenue explosion of head model vendors, trillion-dollar market accelerating shaping</strong></h2>Wood specifically pointed out the revenue growth of cutting-edge AI model providers to support its optimistic judgment on the overall track.</p><p>According to it, Anthropic's annualized revenue has reached $19 billion; OpenAI's annualized revenue grew from $20 billion to $25 billion. This growth rate indicates that the commercialization process of AI is accelerating.</p><p>In Wood's view, the current revenue scale is just a starting point. She expects,<strong>The whole AI track will achieve a revenue volume of 10 to 12 trillion USD in the next five to ten years, with a leap-forward growth of \"almost starting from scratch\".</strong></p><p><h2><strong>ARK heavily positions in AI, flagship funds still stick to their beliefs under pressure</strong></h2>Wood has made a name for itself for betting on disruptive innovation, and AI has always been a core pillar of ARK's investment logic. This statement shows that despite the recent performance pressure of flagship technology funds, her judgment on the economic value of AI has not wavered.</p><p>NVIDIA CEO Huang Renxun's strong forecast of AI hardware demand provides evidence from the industrial side for the AI growth picture depicted by Wood-the continuous outbreak of chip demand is mutually confirmed by the rapid expansion of AI application layer revenue.</p><p>For investors, Wood's core signal is:<strong>The economic impact of AI is no longer at the conceptual stage. Productivity data and the income curve of head enterprises are gradually transforming this narrative into quantifiable reality.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"TM":"丰田汽车","ARM":"ARM Holdings","APLD":"APPLIED DIGITAL CORP","RXRX":"Recursion Pharmaceuticals, Inc.","CRNC":"Cerence Inc.","ARBE":"Arbe Robotics Ltd.","AUR":"Aurora Innovation","BK4585":"ETF&股票定投概念","NBIS":"NEBIUS","BK4544":"ARK ETF合集","INVZ":"Innoviz Technologies Ltd.","BK4588":"碎股","SOUN":"SoundHound AI Inc","SERV":"Serve Robotics Inc.","BK4594":"比特币ETF概念","NVDA":"英伟达","BK4601":"加密货币现货ETF","MU":"美光科技","NNOX":"Nano-X Imaging Ltd."},"source_url":"https://wallstreetcn.com/articles/3767748","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620427366","content_text":"ARK Investment Management创始人Cathie Wood表示，人工智能正在切实推动劳动生产率提升，并将在未来十年释放更为深远的经济红利。\n据彭博周二报道，Wood指出当前非农生产率同比已增长2.8%，而随着AI工具的持续普及，这一增速有望加快至每年6%。她预计，AI赛道将在未来五至十年内创造10至12万亿美元的收入，并将对全球GDP产生实质性拉动。\n上述表态与黄仁勋近期预测形成呼应——后者预计英伟达到2027年的累计销售额将至少达到1万亿美元，进一步印证了AI产业的爆发式增长势头。\nAI生产力红利已现，增速有望翻倍\nWood表示，大型语言模型带来的生产率提升\"令人震惊\"，就连公司内部此前持怀疑态度的同事也被其能力所折服。\n当前数据已初步印证这一判断。Wood援引数据称，美国非农生产率已实现2.8%的同比增长。她认为，随着AI工具加速落地应用，这一增速存在显著上行空间，未来年增速或可达到6%，较现有水平翻倍以上。\n这一预期若能实现，将对宏观经济产生深远影响。Wood直言，AI收入规模的扩张\"将成为GDP层面真正的拉动力量\"。\n头部模型商收入爆发，万亿市场加速成形\nWood特别点出前沿AI模型提供商的收入增长，以此支撑其对整体赛道的乐观判断。\n据其介绍，Anthropic的年化收入已达190亿美元；OpenAI的年化收入则从200亿美元增长至250亿美元。这一增长速度表明，AI商业化进程正在提速。\n在Wood看来，当前的收入规模尚不过是起点。她预计，整个AI赛道将在未来五至十年内实现10至12万亿美元的收入体量，\"几乎是从零开始\"的跨越式增长。\nARK重仓AI，旗舰基金承压下仍坚守信念\nWood因押注颠覆性创新而声名大噪，AI始终是ARK投资逻辑的核心支柱。此番表态显示，尽管旗舰科技基金近期面临业绩压力，她对AI经济价值的判断并未动摇。\n英伟达CEO黄仁勋对AI硬件需求的强劲预测，为Wood所描绘的AI增长图景提供了来自产业端的佐证——芯片需求的持续爆发，与AI应用层收入的快速扩张形成相互印证。\n对于投资者而言，Wood的核心信号在于：AI的经济影响已不再停留于概念阶段，生产率数据与头部企业的收入曲线，正在将这一叙事逐步转化为可量化的现实。","news_type":1,"symbols_score_info":{"APLD":2,"INVZ":2,"NNOX":2,"SOUN":2,"TM":2,"RXRX":2,"SERV":2,"ARBE":2,"CRNC":2,"MU":2,"AUR":2,"NBIS":2,"ARM":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":178,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}