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Goldman Sachs: AI Investment Enters Infrastructure-First Phase
Goldman Sachs research finds AI investment is entering a selective phase, with capital flowing toward data center operators and chip manufacturers as energy constraints and supply-chain limits reshape the landscape for AI development.
Key Takeaways
- Goldman Sachs identifies a flight-to-quality shift toward data center and hardware companies over early-stage AI software
- AI workloads could represent 30% of data center capacity within two years based on hyperscaler capex plans
- Data center power demand may rise 175% by 2030, equivalent to adding a top-10 global economy's electricity use
- Transformer lead times of 2-plus years and grid bottlenecks are already constraining where AI can scale
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DT Editorial AI··via artificialintelligence-news.com