Goldman Sachs CEO David Solomon Sees Continued Massive Investment in US Data Centers and AI Compute

Goldman Sachs CEO David Solomon expressed strong optimism on November 9 that the United States will continue to attract a significant and sustained level of investment in data centers and AI computing capacity. Speaking in a live CNBC interview, Solomon said he remains confident in the trajectory of that spending, signaling that Goldman Sachs, which oversees roughly $3.7 trillion in assets, sees no near-term slowdown in the buildout of AI infrastructure across the country.

Solomon's comments reinforce a broader theme among major Wall Street executives who have pointed to AI-driven capital expenditure as a durable source of deal flow, financing demand, and economic activity. His remarks came as technology companies and utilities continue to commit hundreds of billions of dollars to new data center construction and power infrastructure to support rapidly expanding AI workloads.