Goldman Sachs CEO confirms AI infra financing demand is still ripping despite recent FUD
Key signals:
- GS actively closing AI cap market deals in recent weeks
- Hundreds of billions still flowing into data centers & compute infra
- Solomon's warning: if US blocks data center construction, infra moves overseas (bullish for non-US plays?)
The money hasn't stopped. AI narrative isn't dead, just rotating. Watch where the capital actually flows.
Key signals:
- GS actively closing AI cap market deals in recent weeks
- Hundreds of billions still flowing into data centers & compute infra
- Solomon's warning: if US blocks data center construction, infra moves overseas (bullish for non-US plays?)
The money hasn't stopped. AI narrative isn't dead, just rotating. Watch where the capital actually flows.
