David Solomon
Chairman & CEO, Goldman Sachs
“AI investment cycle is expanding capital needs beyond core technology into infrastructure... still in the early innings of a broad infrastructure build-out with a three- to five-year outlook.”
“demand for the provision of financing are outstripping what we think is the appropriate quantum.”
“[the build-out won't proceed in a straight line] recalibrations... sometime in the next six months, the next 18 months.”
David Solomon
One-line summary: Chairman & CEO of Goldman Sachs; tracked for the AI-capex-as-financing-demand thesis and capital-markets/alternatives commentary.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On ai-financing-supercycle-to-gs-capital-markets-rerate:
"AI investment cycle is expanding capital needs beyond core technology into infrastructure... still in the early innings of a broad infrastructure build-out with a three- to five-year outlook." — 2026-07-14-earnings-gs-q2-fy2026 (2026-07-14)
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On ai-financing-supercycle-to-gs-capital-markets-rerate:
"demand for the provision of financing are outstripping what we think is the appropriate quantum." — 2026-07-14-earnings-gs-q2-fy2026 (2026-07-14)
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On ai-financing-supercycle-to-gs-capital-markets-rerate, mega-issuance-peak-to-ai-capex-derate:
"[the build-out won't proceed in a straight line] recalibrations... sometime in the next six months, the next 18 months." — 2026-07-14-earnings-gs-q2-fy2026 (2026-07-14)
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