Bank of America CEO Brian Moynihan recently revealed a key signal in an interview: the substantial impact of artificial intelligence on the US economy is gradually becoming evident. He believes that while AI-related investments are not experiencing overnight wealth creation, they have already shown significant accumulation this year, and their contribution to economic expansion is expected to strengthen further in the coming years.

From an investment perspective, AI funding continues to pour in, and the release of these capital flows is not sudden but a gradual process. Moynihan emphasized that although the drivers of economic growth are diverse, the "marginal effect" brought by AI is already considerable and should not be underestimated.

Regarding macro outlook, Bank of America’s forecast for 2026 is notably optimistic. The bank predicts that the US GDP growth rate next year could reach 2.4%, a significant increase from approximately 2% in 2025. On the employment front, Moynihan acknowledged some signs of softness in the labor market, but he believes this is more of a transition phase as the job market returns to normal from a high-temperature state, rather than a deep structural issue.

The capital enthusiasm for the AI industry remains high. In recent months, multiple AI companies like OpenAI have been actively raising funds, pushing market expectations for AI prospects to new heights. This turning point in capital flows will have ripple effects on the entire financial market ecosystem—including the digital asset sector.