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

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Cathie Wood, founder of ARK Investment Management, stated that artificial intelligence is genuinely driving an increase in labor productivity and will unlock even more profound economic dividends over the next decade.

According to Bloomberg on Tuesday, Wood noted that current nonfarm productivity has grown 2.8% year-on-year. With the ongoing proliferation of AI tools, this growth rate is expected to accelerate to 6% annually. She predicts the AI sector will generate $10 to $12 trillion in revenue within the next five to ten years, significantly boosting global GDP.

This viewpoint echoes the recent forecast from Jensen Huang—who expects Nvidia's total sales to reach at least $1 trillion by 2027—further confirming the explosive growth momentum of the AI industry.

AI Productivity Dividends Emerging, Growth Rate Expected to Double

Wood stated that the productivity increase brought by large language models is "astonishing," and even colleagues who were previously skeptical within the company have been convinced by their capabilities.

Current data already preliminarily confirms this judgment. Citing data, Wood said US nonfarm productivity has achieved a 2.8% year-on-year increase. She believes that as AI tools are applied faster, there is significant room for this growth rate to rise, potentially reaching 6% annually in the future, more than doubling the current level.

If this expectation is realized, it will have profound effects on the macroeconomy. Wood bluntly stated that the expansion of AI revenue "will become a true driving force at the GDP level."

Top Model Providers' Revenue Explodes, Trillion-Dollar Market Accelerates

Wood specifically highlighted the revenue growth of leading AI model providers to support her optimistic outlook for the sector as a whole.

According to her, Anthropic’s annualized revenue has reached $19 billion; OpenAI’s annualized revenue has grown from $20 billion to $25 billion. This growth rate indicates that the commercialization of AI is picking up speed.

In Wood's view, the current revenue scale is just the starting point. She predicts that the entire AI sector will achieve $10 to $12 trillion in revenue within the next five to ten years, a "leap from almost zero."

ARK Heavy in AI, Flagship Fund Stays the Course Under Pressure

Wood became well-known for betting on disruptive innovation, with AI always being the core pillar of ARK's investment logic. Her remarks show that, despite her flagship tech fund facing recent performance pressure, her assessment of AI's economic value remains undeterred.

Nvidia CEO Jensen Huang’s strong forecast for AI hardware demand offers industry-side confirmation for the AI growth picture Wood describes—the continued surge in chip demand aligns with the rapid expansion of income from AI applications.

For investors, Wood’s core message is: AI's economic impact is no longer just conceptual. Productivity data and revenue curves of leading companies are gradually turning this narrative into quantifiable reality.

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