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 meaningfully lift US GDP growth over time. The transmission channel here is expectations for long-run real growth and productivity, which would tend to raise the neutral rate and support the dollar through stronger relative growth prospects and firmer real yields if the view gains traction. Equity sectors tied to semiconductors, cloud infrastructure, and enterprise software would be most directly exposed, as would Treasury yields at the long end, since higher growth expectations can push term premiums up. Traders will watch the next Q-on-Q GDP print and productivity data from the BLS, along with any Federal Reserve commentary on whether AI-driven output gains are factoring into its growth and inflation outlook.

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