Goldman CEO: AI infrastructure financing stays strong despite market pullback

Goldman Sachs CEO David Solomon said investor interest in financing AI infrastructure projects has held steady despite recent volatility in AI stock valuations and growing regulatory questions around data centers. His comments come as the broader market has cooled on some AI-focused companies, yet capital for hardware and infrastructure backing AI remains available.

Solomon's remarks suggest that while markets may be reassessing AI valuations, the underlying investment thesis for AI computing infrastructure—chips, data centers, power and connectivity—continues to attract capital from institutional investors and financial institutions.