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Cloud revenues poised to reach $2 trillion by 2030 amid AI rollout
September 4, 2024 Shareshare Cloud computing sales are expected to rise to $2 trillion by [...]
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How AI investment is rippling through Europe’s tech companies
August 8, 2024 Shareshare As companies explore new generative artificial intelligence technologies, immense spending on [...]
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Will the $1 trillion of generative AI investment pay off?
August 5, 2024 Shareshare A tide of investment is pouring into generative artificial intelligence. Will [...]
A skeptical look at AI investment
July 16, 2024 Shareshare Subscribe wherever you get podcasts SpotifyApple downloadDownload Transcript Tech giants and [...]
Is AI already boosting US power demand?
July 10, 2024 Shareshare Investors are focused on how AI and data centers may boost [...]
Graphcore’s Nigel Toon on advances in semis and an AI-powered future
July 10, 2024 Shareshare play_circle Download Video Transcriptdownload Graphcore co-founder and CEO Nigel Toon set [...]
How Procter & Gamble CEO Moeller plans to use AI
July 9, 2024 Shareshare For household products maker Procter & Gamble, the highest goal is [...]
Markets at midyear: AI & elections in focus
June 28, 2024 Shareshare Subscribe wherever you get podcasts SpotifyApple downloadDownload Transcript What is top [...]
Large-cap investing with Jennison Associates’ Kathleen McCarragher
June 28, 2024 Shareshare Subscribe wherever you get podcasts SpotifyApple downloadDownload Transcript Long-time large-cap growth [...]
Gen AI: too much spend, too little benefit?
June 27, 2024 Shareshare The promise of generative AI technology to transform companies, industries, and [...]
Power surge: AI, renewable energy, and the future of electricity
June 11, 2024 Shareshare Subscribe wherever you get podcasts SpotifyApple downloadDownload Transcript The demand for [...]
How AI, the energy transition, and the future of work are shaping impact investing
May 14, 2024 Shareshare Subscribe wherever you get podcasts SpotifyApple downloadDownload Transcript Is it possible [...]
AI is poised to drive 160% increase in data center power demand
May 14, 2024 Shareshare On average, a ChatGPT query needs nearly 10 times as much [...]
Music in the Air: Focus on monetisation, emerging markets and AI; updating global music industry forecasts
May 3, 2024 Shareshare According to Goldman Sachs Research, 2023 was a turning point for [...]
GS SUSTAIN: Generational Growth: AI, data centers and the coming US power demand surge
April 29, 2024 Shareshare Global data center power demand is poised to more than double [...]
The US labor market is automating and becoming more flexible
April 25, 2024 Shareshare The US labor market is being shaped by three intersecting trends: [...]
AI infrastructure stocks are poised to be the next phase of investment
April 16, 2024 Shareshare Interest in generative artificial intelligence is intensifying, as measured by internet [...]
George Lee in Conversation with Tony Pasquariello: The AI Revolution
April 16, 2024 Shareshare George Lee, Co-Head of the Goldman Sachs Global Institute, joined Tony [...]