Anthropic's Clark says AI's impact accelerating quickly and could vastly boost US GDP

Anthropic co-founder Jack Clark said AI's economic impact is accelerating quickly and could substantially lift US GDP, a claim framed around productivity gains rather than a specific forecast or policy action. For markets, the transmission runs through growth expectations and real-rate repricing: if investors credit AI with a durable rise in productivity, they may lift long-run potential growth assumptions, which tends to support the dollar through higher expected real yields, while also feeding into inflation and Federal Reserve path expectations. Equity sectors tied to AI infrastructure and software are the most directly exposed, with Treasury yields and USD crosses sensitive to any shift in the growth outlook. Traders should watch the next US GDP print and productivity data from the Bureau of Labor Statistics, along with Fed commentary on whether AI-driven productivity is being treated as a disinflationary force in policy deliberations.

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