Wall Street’s New Arms Race: Goldman Sachs and the AI Infrastructure Boom
Over the past year, artificial intelligence has moved from being a headline story to an industrial movement. Every major corporation is racing to build, rent, or finance the physical backbone that makes AI possible. The real money today isn’t in algorithms or chatbots — it’s in the data centers, chips, power grids, and fiber lines that allow those models to exist at scale. That’s where Goldman Sachs has planted its flag. Goldman’s latest move is the creation of a dedicated division focused on AI infrastructure financing. The group will underwrite billions in loans and equity commitments for data centers, energy providers, chip manufacturers, and the web of contractors that support them. It’s not a flashy bet on the next hot startup. It’s a calculated wager on the hardware and logistics that the AI boom cannot function without. To understand why […]
