Citi Research – Productivity & the AI Revolution, Sep 2025

Summary

The main theme of the report is the impact of the AI revolution on productivity in the United States and its implications for the economy and financial markets.

Key findings include that productivity growth in the US has rebounded in recent years, particularly in the service sector, but this recovery is more cyclical than structural. AI is expected to automate 20 to 40% of production tasks, leading to labor cost savings of approximately 30-40%.

Region: Global

Published: September 2025

Author(s): Citi Research

Language: English

Tech drivers: AI Cybersecurity and privacy Mobile

Social drivers: Pandemics

Geopolitical drivers: Economic conditions Political instability and conflicts Regulatory changes Workforce availability

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