AI infrastructure expansion broadens beyond hyperscalers as enterprise, sovereign demand grows: Goldman Sachs
New Delhi, Aug. 1 -- Artificial intelligence (AI) infrastructure investment continued to broaden in July, with enterprise adoption expanding alongside sovereign AI initiatives and growing support for cloud providers, according to a Goldman Sachs research report, which said the latest announcements reflect a widening AI ecosystem beyond large technology companies.
The report noted that it captures selected AI infrastructure announcements made during July and is "not indicative of the total AI infrastructure opportunity." It said recent developments point to continued expansion in AI computing capacity, enterprise adoption and sovereign investment across global markets.
One of the key trends highlighted in the report was the increasing us...
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