CARLYLE: AI PRODUCTIVITY GAINS LOOM LARGE

AI DESK■ 1 MIN READ

SAT, MAY 9, 2026

■ AI-SUMMARIZED FROM 1 SOURCE ▸ TIMELINE

Carlyle's head of global research Jason Thomas predicts significant economic gains from artificial intelligence adoption. He also flagged US equity valuations as increasingly attractive compared to previous levels.

Speaking at the Milken Institute Global Conference in Beverly Hills, Thomas outlined expectations for substantial productivity improvements driven by AI technologies. The executive emphasized the scale of potential economic benefits as the technology matures and integrates into business operations. Thomas assessed current US stock valuations favorably against historical benchmarks, suggesting a shift in market pricing dynamics. His comments reflect broader institutional investor sentiment regarding AI's role in future economic growth. The remarks come as major technology companies continue deploying AI systems across industries, from enterprise software to manufacturing. Productivity gains remain a central narrative in AI investment theses, with economists and investors closely monitoring whether the technology delivers measurable economic impact at scale.

■ SOURCES

► Bloomberg Tech

■ SUMMARY WRITTEN BY AI FROM THE LINKS ABOVE

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CARLYLE: AI PRODUCTIVITY GAINS LOOM LARGE

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