Goldman Sachs CEO: Demand for AI Infrastructure Financing Remains Strong; Market Conditions Still Favorable for an Anthropic IPO
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Goldman Sachs CEO David Solomon said that despite recent market volatility and investors reassessing the risks of large-scale computing infrastructure expansion, demand for AI infrastructure financing remains strong. In recent weeks, Goldman Sachs has been active in AI capital markets transactions and expects the trend to continue. Recently, AI-related stocks—including global chip stocks and emerging cloud service providers—have continued to decline, and investors have begun to question whether hundreds of billions of dollars in AI infrastructure investment can deliver substantial returns. This comes at a critical moment as U.S. AI startup giant Anthropic prepares for its IPO, with plans to list on U.S. markets next Thursday or Friday. Solomon declined to comment in detail on the IPO, saying only that the final outcome remains to be seen and that the current market environment, on the whole, still has supporting conditions.