Goldman Sachs recently released a report predicting that the artificial intelligence boom will significantly promote the development of the stock market and identified three key stages of development. The report details the impact of this wave of AI on different industries, as well as potential investment opportunities. From the Nvidia-led AI chip stage to future AI infrastructure construction and AI-enabled applications, Goldman Sachs' analysis provides investors with an important reference and hints at the key directions for future investment.
Goldman Sachs predicts that the AI craze will drive the development of the stock market and involve three major areas. The first stage, led by Nvidia, has passed, and then it has entered the AI infrastructure stage, including companies such as semiconductors and cloud services. With the commercialization of AI, the third phase of AI empowerment will arrive, which will have a positive impact on software and IT service companies. Goldman Sachs believes that the AI boom will bring more investment opportunities, focusing on AI infrastructure and AI empowerment.Goldman Sachs’ report provides investors with a clear forecast of the future development trends of the artificial intelligence industry and points out the key directions for investment. The continued development and commercialization process in the AI field is worthy of attention, and more innovation and investment opportunities may arise in the future.