Goldman Sachs predicts over $7 billion in AI infrastructure spending by 2031. Financial professionals discuss how AI will transform investment research and coverage models, enabling analysts to cover more stocks efficiently and potentially allowing quant firms to build successful systematic fundamental strategies.
Goldman Sachs projects $7.6 trillion in AI infrastructure spending through 2031. Investment analysts highlight stocks like Vistra, a major US power generator with nuclear supply agreements for data centers, and Coherent Corp., which is developing quantum-secure networking for AI systems.