Goldman Sachs Analyst Notes Shift From AI Infrastructure to Application Focus

Eric Sheridan of Goldman Sachs highlights a transition in AI investments, moving away from infrastructure toward application-driven opportunities.

Summary

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Terms & Concepts
  • AI Infrastructure: The foundational hardware and software systems, such as data centers, cloud computing, and chips, that support artificial intelligence development and deployment.
  • AI Applications: Practical uses of artificial intelligence technology, such as chatbots, image recognition, and autonomous systems, built on top of infrastructure layers.