4 days ago · Here’s how Goldman Sachs Group Inc. economists including Joseph Briggs put it in a note Thursday (emphasis mine): The potential for a faster buildout of AI platforms and applications—which we continue to see as the necessary step to facilitate adoption across a wide swath of companies—raises the prospect of a more optimistic adoption and ...

1 day ago · Goldman Sachs: DeepSeek Risks and Upside. Feb 06, 2025. Share. In mid-2023 we laid out the case for an AI investment cycle reaching 2% of annual GDP, where 1) an initial surge in hardware investment necessary to train AI models and run AI queries would ultimately fade as compute costs decline while 2) AI software investment increases steadily ...

Jan 30, 2025 · Goldman Sachs Chief Information Officer Marco Argenti confirmed that his team is looking into DeepSeek, but any adoption would have to go through a security review. That’s a standard precaution to prevent potential vulnerabilities like prompt injections—an issue any company must consider when integrating AI into their workflows, regardless ...

3 days ago · Goldman Sachs Research estimates a data center pipeline for Europe amounting to about 170 GW, equivalent to about one-third of the region's power consumption. “It is unclear at this point whether DeepSeek would have a positive or negative impact on the ‘data center bull case thesis’ for Europe,” Gandolfi writes in another note.

Jan 31, 2025 · Goldman Knows DeepSeek Affects the Future of Work. ... DeepSeek was a revelation that showed — to borrow the words of venture capitalist Marc Andreessen — that the world was experiencing a ...

Jan 27, 2025 · By comparison, OpenAI, Google and other major U.S. companies are on track to invest a total of roughly $1 trillion in AI over the coming years, according to Goldman Sachs. On Monday, DeepSeek's ...

Jan 30, 2025 · Investing.com - The emergence of Chinese start-up DeepSeek could have upside macroeconomic implications in the medium-term should its cost reductions help usher in a period of increased...

Jan 27, 2025 · Hedge funds reduce tech stock bets amid Chinese AI competition; Goldman Sachs notes hedge funds' reluctance to invest in U.S. tech sector; DeepSeek challenges U.S. AI dominance, raising investor ...

Jan 29, 2025 · Shock over DeepSeek’s cheaper and more powerful AI model wiped almost $1 trillion off the value of the technology-laden Nasdaq 100 index on Jan. 27. Chipmaker Nvidia (NVDA) saw nearly $600...

Jan 27, 2025 · Goldman Sachs sees broader implications, suggesting the development could reshape competition between established tech giants and startups by lowering barriers to entry. Here’s how Wall Street...