Goldman Sachs says AI financing demand stays firm amid U.S. market volatility

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Goldman Sachs: AI financing demand

Highlights

Goldman Sachs CEO Solomon reports continued strong demand for AI capital markets deals despite recent U.S. market volatility and shifts in political environment.
AI-related equities, including chipmakers and neocloud providers, have declined recently as investors question whether significant AI infrastructure spending will deliver long-term returns.
Goldman, a lead underwriter for Anthropic's upcoming IPO, sees public-market demand for AI firms at a pivotal moment, while emphasizing responsible U.S. data center growth to avoid offshoring investment.

Goldman signals continued appetite for AI capital raising

As reported by CNBC, Solomon says Goldman Sachs has been "very active" in AI capital markets deals in recent weeks and expects that pace to continue. He says demand remains strong for investments tied to AI infrastructure and the broader technology supporting the growth of artificial intelligence.

Solomon says shifts in the political environment are contributing to recalibrations in the market and creating near-term volatility. Even so, he says he continues to believe in AI's long-term role in lifting productivity across the economy.

That stance comes as investors reassess whether the hundreds of billions of dollars flowing into AI infrastructure will ultimately generate attractive returns. Shares of AI-related companies, including chipmakers and neocloud providers, have fallen in recent weeks as that debate gains momentum.

IPO test and data center debate shape outlook

The changing market mood arrives at an important moment for Anthropic, which is preparing for a potential initial public offering that could become a major test of public-market demand for AI companies. Goldman is among the banks leading the IPO process, though Solomon declines to discuss the offering in detail and says only that the market environment remains constructive.

Solomon also pushes back against political resistance to new data center construction, arguing that the infrastructure is essential to the U.S. economy and can be developed responsibly. He warns that if domestic opposition slows projects, investment and computing capacity could shift outside the U.S. because underlying demand for compute remains in place.

Earlier, we reported that Bernstein analysts judged only about 35% of planned U.S. AI data center projects realistic amid rising costs and delays.

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