This is where opportunities lie in growing AI hardware capex – analyst [Seeking Alpha]
Goldman Sachs Group, Inc. (The) (GS)
Last goldman sachs group, inc. (the) earnings: 4/15 07:30 am
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Source: Seeking Alpha
Brook Dane, co-head of public tech investing at Goldman Sachs Asset Management, said Meta ( META ), Alphabet/Google ( Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights Goldman Sachs sees a surge in AI capex leading to notable opportunities in hardware infrastructure as major tech firms rapidly increase spending to advance AI capabilities. Investors are currently selling software positions despite improving AI models, but companies like Snowflake and MongoDB are positioned to benefit from data-driven, consumption-based pricing models as AI development progresses. Goldman Sachs' Brook Dane believes fears are overblown and expects application software companies' value will persist and potentially strengthen as AI evolves. Recommended For You More Trending News
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