EY咨询公司发布的最新分析报告显示，人工智能技术到本十年中期将为澳大利亚经济带来显著增长动力[1]。根据该报告，AI驱动的生产力提升预计为澳大利亚国家经济贡献950亿至1160亿澳元，使经济规模增加2.6%至3.2%[1]。同时，AI技术预计将创造36000至44000个就业机会[1]，并促进额外380亿澳元的商业投资[1]。
就业增长将在多个产业部门实现差异化分布[1]。建筑部门预期新增近10000个工作机会，零售和批发贸易部门预计贡献相当的就业机会，而运输、邮政和仓储部门则预计创造6000个就业岗位[1]。不过，农业和采矿部门预计各自将失业近3000人[1]。
基础设施投资的增长也印证了AI产业的扩张势头[1]。数据中心建设和装修价值从2020年的10亿澳元增至2024年的260亿澳元，预计到2030年将达到600亿澳元[1]。EY地区首席经济学家Cherelle Murphy表示，"分析表明，如果AI驱动的生产力收益流向投资、产能和产出，可能会对经济增长带来有意义的提升"[1]。此外，AI相关软件、应用和云平台过去12个月的增长率达到8.3%，而研发投资的年度增幅为4.9%，远高于2010年代平均0.6%[1]。
Artificial intelligence is poised to deliver substantial economic gains for Australia by the middle of this decade, according to analysis from EY.[1] The consulting firm projects that AI will contribute between $95 billion and $116 billion in productivity improvements to the national economy, expanding economic output by 2.6% to 3.2%.[1] This expansion is expected to generate between 36,000 and 44,000 new employment opportunities across key sectors.[1]
The job creation will be concentrated in specific industries.[1] The construction sector is anticipated to see nearly 10,000 new positions, while retail and wholesale trade are expected to experience similar gains.[1] Transportation, postal services, and warehousing are projected to add 6,000 jobs.[1] However, not all sectors will benefit equally—agriculture and mining are each forecast to lose close to 3,000 positions.[1] Beyond direct employment, AI is expected to drive an additional $38 billion in commercial investment.[1]
Infrastructure development tied to AI expansion will accelerate significantly.[1] Data center construction and renovation spending is forecast to surge from $1 billion in 2020 to $26 billion by 2024, reaching $60 billion by 2030.[1] Meanwhile, investment in AI-related software, applications, and cloud platforms has grown at 8.3% over the past twelve months, and research and development spending has increased at an annual rate of 4.9%—far exceeding the 0.6% average growth seen during the 2010s.[1] According to EY regional chief economist Cherelle Murphy, "the analysis suggests that if the productivity gains driven by AI flow through to investment, capacity and output, there could be meaningful implications for economic growth."[1]