Goldman Sachs CEO Reports High Demand for AI Infrastructure Financing

David Solomon, CEO of the American investment bank Goldman Sachs, stated on November 9, 2026, that the demand for artificial intelligence infrastructure financing remains high despite the recent decline in technology company stocks. In an interview with CNBC, he mentioned that the bank has been actively involved in capital market deals in recent weeks and expects this activity to continue over the next two months.

According to Solomon, investors continue to show interest in building data centers and developing technologies necessary for AI operations. However, he acknowledged that changes in market conditions and the political situation may be accompanied by reassessments and fluctuations in asset values.

Investors Reassess Risks of Large AI Expenditures

In recent weeks, shares of chip manufacturers and operators of specialized cloud infrastructure have declined amid investor doubts about the profitability of large-scale investments in artificial intelligence.

Companies are directing hundreds of billions of dollars towards building data centers, purchasing computing equipment, and expanding energy infrastructure. However, the timelines for these investments to pay off and the future profitability of individual projects remain uncertain.

The decline in stocks began before the U.S. midterm elections and intensified after they were held on November 3. Market participants fear that potential regulatory changes and restrictions on building new data centers could slow down the industry's development.

Solomon believes that such fluctuations do not change the long-term prospects for AI applications. In his view, the technology can enhance the productivity of the American economy, although its implementation will be accompanied by periods of instability.

Goldman Sachs Involved in Preparing Anthropic IPO

The shift in investor sentiment is occurring amid the preparation for a potential initial public offering (IPO) of the American company Anthropic, a developer of AI models Claude. Goldman Sachs is among the banks involved in organizing the offering.

The potential IPO of Anthropic could test investors' readiness to finance large AI companies amid reassessment of market valuations and rising infrastructure costs.

Solomon declined to comment in detail on the preparation for the offering, noting that its results will depend on the further development of the situation. However, he described the current conditions in the capital markets as relatively favorable.

The head of Goldman Sachs also spoke out against restrictions on building data centers in the U.S. In his opinion, such infrastructure is necessary for the American economy, and its development is possible with adherence to necessary requirements.

Solomon warned that if construction is restricted in the U.S., investments in computing power may shift to other countries, as the demand for them remains.

Despite the positive assessment of long-term demand, Goldman Sachs did not disclose specific volumes of AI project financing or the profitability metrics of the respective deals in the interview.