{"id":595,"date":"2026-09-09T15:52:28","date_gmt":"2026-09-09T15:52:28","guid":{"rendered":"https:\/\/sungroupvinhhung.info.vn\/?p=595"},"modified":"2026-09-09T15:53:00","modified_gmt":"2026-09-09T15:53:00","slug":"tac-dong-tri-tue-nhan-tao-tang-truong-gdp-nang-suat-lao-dong-viec-lam","status":"publish","type":"post","link":"https:\/\/sungroupvinhhung.info.vn\/index.php\/2026\/09\/09\/tac-dong-tri-tue-nhan-tao-tang-truong-gdp-nang-suat-lao-dong-viec-lam\/","title":{"rendered":"T\u00e1c \u0110\u1ed9ng C\u1ee7a Tr\u00ed Tu\u1ec7 Nh\u00e2n T\u1ea1o \u0110\u1ebfn T\u0103ng Tr\u01b0\u1edfng GDP, N\u0103ng Su\u1ea5t Lao \u0110\u1ed9ng V\u00e0 Vi\u1ec7c L\u00e0m: G\u00f3c Nh\u00ecn Chuy\u00ean S\u00e2u T\u1eeb Goldman Sachs"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), \u0111\u1eb7c bi\u1ec7t l\u00e0 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o t\u1ea1o sinh (Generative AI), \u0111ang chuy\u1ec3n d\u1ecbch t\u1eeb l\u00e0n s\u00f3ng k\u1ef3 v\u1ecdng c\u00f4ng ngh\u1ec7 sang giai \u0111o\u1ea1n t\u00e1i \u0111\u1ecbnh h\u00ecnh c\u1ea5u tr\u00fac kinh t\u1ebf v\u0129 m\u00f4 to\u00e0n c\u1ea7u. Trong ph\u00e2n t\u00edch chuy\u00ean s\u00e2u \u0111\u1ebfn t\u1eeb nh\u00f3m nghi\u00ean c\u1ee9u kinh t\u1ebf c\u1ee7a <strong>Goldman Sachs<\/strong>, b\u1ee9c tranh to\u00e0n c\u1ea3nh v\u1ec1 t\u00e1c \u0111\u1ed9ng th\u1ef1c t\u1ebf c\u1ee7a AI l\u00ean <strong>t\u0103ng tr\u01b0\u1edfng GDP<\/strong>, <strong>n\u0103ng su\u1ea5t lao \u0111\u1ed9ng<\/strong> v\u00e0 <strong>c\u01a1 c\u1ea5u th\u1ecb tr\u01b0\u1eddng vi\u1ec7c l\u00e0m<\/strong> \u0111\u00e3 \u0111\u01b0\u1ee3c l\u00e0m s\u00e1ng t\u1ecf v\u1edbi c\u00e1c s\u1ed1 li\u1ec7u v\u00e0 g\u00f3c nh\u00ecn th\u1ef1c ch\u1ee9ng.<\/p>\n<p class=\"wp-block-paragraph\">Theo c\u00e1c m\u00f4 h\u00ecnh \u0111\u1ecbnh l\u01b0\u1ee3ng kinh t\u1ebf t\u1eeb Goldman Sachs, vi\u1ec7c \u1ee9ng d\u1ee5ng AI tr\u00ean quy m\u00f4 s\u00e2u r\u1ed9ng \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o c\u00f3 th\u1ec3 th\u00fac \u0111\u1ea9y t\u0103ng tr\u01b0\u1edfng GDP to\u00e0n c\u1ea7u th\u00eam kho\u1ea3ng <strong>7%<\/strong> (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng h\u00e0ng ngh\u00ecn t\u1ef7 USD) trong chu k\u1ef3 10 n\u0103m. \u0110\u1ed9ng l\u1ef1c ch\u00ednh \u0111\u1ebfn t\u1eeb vi\u1ec7c gi\u1ea3m thi\u1ec3u chi ph\u00ed v\u1eadn h\u00e0nh, t\u1ea1o ra c\u00e1c d\u00f2ng s\u1ea3n ph\u1ea9m\/d\u1ecbch v\u1ee5 m\u1edbi v\u00e0 \u0111\u1ea9y nhanh t\u1ed1c \u0111\u1ed9 th\u01b0\u01a1ng m\u1ea1i h\u00f3a c\u00f4ng ngh\u1ec7.<\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"559\" src=\"http:\/\/sungroupvinhhung.info.vn\/wp-content\/uploads\/2026\/09\/tac-dong-cua-tri-tue-nhan-tao-den-tang-truong-gdp-nang-suat-1.jpg\" alt=\"T\u00e1c \u0110\u1ed9ng C\u1ee7a Tr\u00ed Tu\u1ec7 Nh\u00e2n T\u1ea1o \u0110\u1ebfn T\u0103ng Tr\u01b0\u1edfng GDP, N\u0103ng Su\u1ea5t Lao \u0110\u1ed9ng V\u00e0 Vi\u1ec7c L\u00e0m\" class=\"wp-image-596\" loading=\"eager\" fetchpriority=\"high\" srcset=\"https:\/\/sungroupvinhhung.info.vn\/wp-content\/uploads\/2026\/09\/tac-dong-cua-tri-tue-nhan-tao-den-tang-truong-gdp-nang-suat-1.jpg 1024w, https:\/\/sungroupvinhhung.info.vn\/wp-content\/uploads\/2026\/09\/tac-dong-cua-tri-tue-nhan-tao-den-tang-truong-gdp-nang-suat-1-300x164.jpg 300w, https:\/\/sungroupvinhhung.info.vn\/wp-content\/uploads\/2026\/09\/tac-dong-cua-tri-tue-nhan-tao-den-tang-truong-gdp-nang-suat-1-768x419.jpg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">T\u00e1c \u0110\u1ed9ng C\u1ee7a Tr\u00ed Tu\u1ec7 Nh\u00e2n T\u1ea1o \u0110\u1ebfn T\u0103ng Tr\u01b0\u1edfng GDP, N\u0103ng Su\u1ea5t Lao \u0110\u1ed9ng V\u00e0 Vi\u1ec7c L\u00e0m<\/figcaption><\/figure>\n<p class=\"wp-block-paragraph\">Tuy nhi\u00ean, b\u00e0i ph\u00e2n t\u00edch ch\u1ec9 ra m\u1ed9t hi\u1ec7n t\u01b0\u1ee3ng quan tr\u1ecdng: <strong>\u0110\u1ed9 tr\u1ec5 kinh t\u1ebf (Economic Time-Lag)<\/strong>.<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>L\u00e0n s\u00f3ng v\u1ed1n \u0111\u1ea7u t\u01b0 h\u1ea1 t\u1ea7ng (CapEx):<\/strong> H\u00e0ng tr\u0103m t\u1ef7 USD \u0111ang \u0111\u01b0\u1ee3c r\u00f3t m\u1ea1nh m\u1ebd v\u00e0o c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u (Data Centers), vi x\u1eed l\u00fd chuy\u00ean d\u1ee5ng (GPU\/ASIC) v\u00e0 ngu\u1ed3n cung \u1ee9ng n\u0103ng l\u01b0\u1ee3ng ph\u1ee5 tr\u1ee3.<\/li>\n<li><strong>Th\u1eddi gian chuy\u1ec3n h\u00f3a th\u00e0nh l\u1ee3i nhu\u1eadn r\u00f2ng:<\/strong> Kho\u1ea3n \u0111\u1ea7u t\u01b0 h\u1ea1 t\u1ea7ng kh\u1ed5ng l\u1ed3 c\u1ea7n th\u1eddi gian \u0111\u1ec3 t\u00edch h\u1ee3p s\u00e2u v\u00e0o quy tr\u00ecnh kinh doanh c\u1ee7a doanh nghi\u1ec7p \u0111\u1ea7u cu\u1ed1i tr\u01b0\u1edbc khi ph\u1ea3n \u00e1nh tr\u1ef1c ti\u1ebfp v\u00e0o ch\u1ec9 s\u1ed1 GDP th\u1ef1c t\u1ebf.<\/li>\n<\/ul>\n<p class=\"wp-block-paragraph\">M\u1ed9t trong nh\u1eefng \u0111\u00f3ng g\u00f3p mang t\u00ednh n\u1ec1n t\u1ea3ng nh\u1ea5t c\u1ee7a AI \u0111\u1ed1i v\u1edbi kinh t\u1ebf h\u1ecdc v\u0129 m\u00f4 l\u00e0 kh\u1ea3 n\u0103ng th\u00fac \u0111\u1ea9y <strong>N\u0103ng su\u1ea5t nh\u00e2n t\u1ed1 t\u1ed5ng h\u1ee3p (Total Factor Productivity \u2013 TFP)<\/strong>.<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>T\u1ef1 \u0111\u1ed9ng h\u00f3a c\u00e1c t\u00e1c v\u1ee5 tri th\u1ee9c:<\/strong> Kh\u00e1c v\u1edbi c\u00e1c cu\u1ed9c c\u00e1ch m\u1ea1ng c\u00f4ng nghi\u1ec7p tr\u01b0\u1edbc \u0111\u00e2y v\u1ed1n t\u1eadp trung t\u1ef1 \u0111\u1ed9ng h\u00f3a lao \u0111\u1ed9ng ch\u00e2n tay, AI t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp v\u00e0o nh\u00f3m lao \u0111\u1ed9ng tri th\u1ee9c (Knowledge Workers) nh\u01b0 t\u00e0i ch\u00ednh, lu\u1eadt, ph\u00e2n t\u00edch d\u1eef li\u1ec7u, vi\u1ebft m\u00e3 v\u00e0 h\u00e0nh ch\u00ednh v\u0103n ph\u00f2ng.<\/li>\n<li><strong>\u0110\u1ed1i tr\u1ecdng v\u1edbi xu h\u01b0\u1edbng gi\u00e0 h\u00f3a d\u00e2n s\u1ed1:<\/strong> T\u1ea1i c\u00e1c n\u1ec1n kinh t\u1ebf ph\u00e1t tri\u1ec3n v\u00e0 m\u1ed9t s\u1ed1 th\u1ecb tr\u01b0\u1eddng m\u1edbi n\u1ed5i \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi t\u00ecnh tr\u1ea1ng suy gi\u1ea3m l\u1ef1c l\u01b0\u1ee3ng lao \u0111\u1ed9ng tr\u1ebb, vi\u1ec7c n\u00e2ng cao n\u0103ng su\u1ea5t tr\u00ean m\u1ed7i \u0111\u1ea7u lao \u0111\u1ed9ng nh\u1edd AI l\u00e0 ch\u00eca kh\u00f3a duy tr\u00ec m\u1ee9c t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng.<\/li>\n<\/ul>\n<p class=\"wp-block-paragraph\">N\u1ed7i lo ng\u1ea1i v\u1ec1 vi\u1ec7c AI g\u00e2y th\u1ea5t nghi\u1ec7p h\u00e0ng lo\u1ea1t \u0111\u01b0\u1ee3c ph\u00e2n t\u00edch d\u01b0\u1edbi g\u00f3c nh\u00ecn c\u00e2n b\u1eb1ng v\u00e0 d\u1ef1a tr\u00ean d\u1eef li\u1ec7u:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>T\u1ef7 l\u1ec7 b\u1ed5 tr\u1ee3 chi\u1ebfm \u01b0u th\u1ebf:<\/strong> \u0110a s\u1ed1 c\u00e1c ng\u00e0nh ngh\u1ec1 s\u1ebd tr\u1ea3i qua qu\u00e1 tr\u00ecnh t\u00e1i c\u01a1 c\u1ea5u t\u00e1c v\u1ee5 h\u01a1n l\u00e0 x\u00f3a s\u1ed5 ho\u00e0n to\u00e0n. AI \u0111\u00f3ng vai tr\u00f2 nh\u01b0 m\u1ed9t \u201ctr\u1ee3 l\u00fd \u0111\u1eafc l\u1ef1c\u201d (<em>Augmentation<\/em>), gi\u1ea3i ph\u00f3ng nh\u00e2n s\u1ef1 kh\u1ecfi c\u00e1c c\u00f4ng vi\u1ec7c l\u1eb7p l\u1ea1i \u0111\u1ec3 t\u1eadp trung v\u00e0o t\u01b0 duy chi\u1ebfn l\u01b0\u1ee3c, qu\u1ea3n tr\u1ecb v\u00e0 s\u00e1ng t\u1ea1o.<\/li>\n<li><strong>S\u1ef1 d\u1ecbch chuy\u1ec3n c\u01a1 c\u1ea5u k\u1ef9 n\u0103ng:<\/strong> T\u01b0\u01a1ng t\u1ef1 nh\u01b0 cu\u1ed9c c\u00e1ch m\u1ea1ng Internet hay m\u00e1y t\u00ednh c\u00e1 nh\u00e2n, s\u1ef1 s\u1ee5t gi\u1ea3m \u1edf m\u1ed9t s\u1ed1 v\u1ecb tr\u00ed mang t\u00ednh ch\u1ea5t nh\u1eadp li\u1ec7u\/l\u1eb7p l\u1ea1i s\u1ebd \u0111i k\u00e8m v\u1edbi s\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a c\u00e1c nh\u00f3m vi\u1ec7c l\u00e0m m\u1edbi trong h\u1ec7 sinh th\u00e1i AI, an ninh d\u1eef li\u1ec7u v\u00e0 qu\u1ea3n l\u00fd t\u1ef1 \u0111\u1ed9ng h\u00f3a.<\/li>\n<li><strong>Y\u00eau c\u1ea7u c\u1ea5p thi\u1ebft v\u1ec1 \u0111\u00e0o t\u1ea1o l\u1ea1i (Reskilling):<\/strong> Kho\u1ea3ng c\u00e1ch k\u1ef9 n\u0103ng s\u1ebd l\u00e0 th\u00e1ch th\u1ee9c l\u1edbn nh\u1ea5t c\u1ee7a th\u1ecb tr\u01b0\u1eddng lao \u0111\u1ed9ng trong th\u1eadp k\u1ef7 t\u1edbi, \u0111\u00f2i h\u1ecfi s\u1ef1 ph\u1ed1i h\u1ee3p ch\u00ednh s\u00e1ch gi\u1eefa ch\u00ednh ph\u1ee7 v\u00e0 doanh nghi\u1ec7p.<\/li>\n<\/ul>\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<thead>\n<tr>\n<td><strong>Ti\u00eau ch\u00ed<\/strong><\/td>\n<td><strong>T\u00e1c \u0111\u1ed9ng ng\u1eafn h\u1ea1n (1 \u2013 3 n\u0103m)<\/strong><\/td>\n<td><strong>Xu h\u01b0\u1edbng trung &amp; d\u00e0i h\u1ea1n (5 \u2013 10 n\u0103m)<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>\u0110\u1ea7u t\u01b0 &amp; V\u1ed1n (CapEx)<\/strong><\/td>\n<td>B\u00f9ng n\u1ed5 chi ti\u00eau cho h\u1ea1 t\u1ea7ng \u0111i\u1ec7n to\u00e1n v\u00e0 ph\u1ea7n c\u1ee9ng AI<\/td>\n<td>T\u1ed1i \u01b0u h\u00f3a chi ph\u00ed v\u1eadn h\u00e0nh, chuy\u1ec3n d\u1ecbch sang ph\u1ea7n m\u1ec1m \u1ee9ng d\u1ee5ng<\/td>\n<\/tr>\n<tr>\n<td><strong>T\u0103ng tr\u01b0\u1edfng GDP<\/strong><\/td>\n<td>Bi\u1ebfn \u0111\u1ed9ng c\u1ee5c b\u1ed9, ghi nh\u1eadn ch\u1ee7 y\u1ebfu \u1edf nh\u00f3m c\u00f4ng ngh\u1ec7<\/td>\n<td>\u0110\u00f3ng g\u00f3p di\u1ec7n r\u1ed9ng v\u00e0o GDP to\u00e0n c\u1ea7u (\u01b0\u1edbc t\u00ednh ~7% t\u0103ng th\u00eam)<\/td>\n<\/tr>\n<tr>\n<td><strong>N\u0103ng su\u1ea5t lao \u0111\u1ed9ng<\/strong><\/td>\n<td>T\u0103ng c\u1ee5c b\u1ed9 \u1edf c\u00e1c ph\u00f2ng ban s\u1edbm \u1ee9ng d\u1ee5ng c\u00f4ng ngh\u1ec7<\/td>\n<td>N\u00e2ng cao n\u0103ng su\u1ea5t to\u00e0n x\u00e3 h\u1ed9i, b\u00f9 \u0111\u1eafp s\u1ee5t gi\u1ea3m nh\u00e2n kh\u1ea9u h\u1ecdc<\/td>\n<\/tr>\n<tr>\n<td><strong>Vi\u1ec7c l\u00e0m<\/strong><\/td>\n<td>X\u00e1o tr\u1ed9n k\u1ef9 n\u0103ng, \u00e1p l\u1ef1c \u0111\u00e0o t\u1ea1o l\u1ea1i b\u1eaft \u0111\u1ea7u gia t\u0103ng<\/td>\n<td>Xu\u1ea5t hi\u1ec7n c\u00e1c nh\u00f3m ng\u00e0nh ngh\u1ec1 m\u1edbi, t\u00e1i c\u1ea5u tr\u00fac to\u00e0n di\u1ec7n b\u1ea3ng m\u00f4 t\u1ea3 c\u00f4ng vi\u1ec7c<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p class=\"wp-block-paragraph\">Nghi\u00ean c\u1ee9u c\u1ee7a Goldman Sachs kh\u1eb3ng \u0111\u1ecbnh AI kh\u00f4ng ch\u1ec9 l\u00e0 m\u1ed9t tr\u00e0o l\u01b0u c\u00f4ng ngh\u1ec7 nh\u1ea5t th\u1eddi m\u00e0 l\u00e0 m\u1ed9t <strong>c\u00f4ng ngh\u1ec7 m\u1ee5c \u0111\u00edch chung (General Purpose Technology \u2013 GPT)<\/strong> c\u00f3 s\u1ee9c \u1ea3nh h\u01b0\u1edfng s\u00e2u r\u1ed9ng t\u01b0\u01a1ng t\u1ef1 nh\u01b0 \u0111\u1ed9ng c\u01a1 h\u01a1i n\u01b0\u1edbc hay \u0111i\u1ec7n n\u0103ng. \u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 ho\u1ea1ch \u0111\u1ecbnh ch\u00ednh s\u00e1ch, doanh nghi\u1ec7p v\u00e0 ng\u01b0\u1eddi lao \u0111\u1ed9ng, vi\u1ec7c chu\u1ea9n b\u1ecb s\u1edbm v\u1ec1 h\u1ea1 t\u1ea7ng d\u1eef li\u1ec7u v\u00e0 n\u00e2ng c\u1ea5p n\u0103ng l\u1ef1c l\u00e0m ch\u1ee7 AI s\u1ebd l\u00e0 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh v\u1ecb th\u1ebf c\u1ea1nh tranh trong chu k\u1ef3 kinh t\u1ebf ti\u1ebfp theo.<\/p>\n<div class=\"nip-source\">\n<strong>Ngu\u1ed3n b\u00e0i vi\u1ebft:<\/strong> Maison Priv\u00e9e \u2014 <a href=\"https:\/\/maisonpriveeciputra.info.vn\/tac-dong-cua-tri-tue-nhan-tao-den-tang-truong-gdp-nang-suat-lao-dong-va-viec-lam\/\" rel=\"nofollow noopener\" target=\"_blank\">Xem b\u00e0i vi\u1ebft g\u1ed1c<\/a>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), \u0111\u1eb7c bi\u1ec7t l\u00e0 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o t\u1ea1o sinh (Generative AI), \u0111ang chuy\u1ec3n d\u1ecbch t\u1eeb l\u00e0n s\u00f3ng k\u1ef3 v\u1ecdng c\u00f4ng ngh\u1ec7\u2026<\/p>\n","protected":false},"author":1,"featured_media":596,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[],"svh_topic":[],"class_list":["post-595","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc"],"_links":{"self":[{"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/posts\/595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/comments?post=595"}],"version-history":[{"count":2,"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/posts\/595\/revisions"}],"predecessor-version":[{"id":598,"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/posts\/595\/revisions\/598"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/media\/596"}],"wp:attachment":[{"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/media?parent=595"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/categories?post=595"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/tags?post=595"},{"taxonomy":"svh_topic","embeddable":true,"href":"https:\/\/sungroupvinhhung.info.vn\/index.php\/wp-json\/wp\/v2\/svh_topic?post=595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}