Goldman Sachs' John Waldron Dismisses AI Capex Concerns, Says It Will Continue At A ‘Very Healthy Clip’

Goldman Sachs Group Inc. President John Waldron on Tuesday dismissed concerns about a slowdown in capital expenditure to build out artificial intelligence infrastructure.

During an interview with CNBC, Waldron stated that the AI capex buildout is beginning to go global.

“I think the supply of AI infrastructure is going to continue at a very healthy clip. I don’t see any change in the posture of the major hyperscalers and those that are really putting in the infrastructure around,” Waldron said.

He said that Goldman Sachs is very bullish on the stimulus that the AI capex buildout will provide to the economy, just from a business standpoint.

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