Goldman Sachs

Recently, Goldman Sachs analyst Peter Oppenheimer triggered a sharp reaction in the market by releasing a report about a significant drop in OpenAI's ChatGPT traffic. This was also reported by the Financial Times, which made many investors start to worry about the prospects of AI-related stocks. However, all of this was actually due to a cheap mistake Goldman Sachs made when analyzing the data. Goldman Sachs used data from Similarweb, but ignored the fact that OpenAI recently changed its domain name from chat.openai.com to chatgpt.c...

Goldman Sachs, a world-renowned investment bank, recently questioned the return on investment in artificial intelligence (AI). Although major companies and investors are spending billions of dollars on AI research and development, Goldman Sachs is concerned about whether such a huge investment can really bring rich returns. Image source Pexels Currently, the training cost of the LLM large language model we use (such as GPT-4o) is as high as hundreds of millions of dollars, and the training cost of the next generation of models is expected to soar to $1 billion. Venture capital giant Sequoia Capital (Sequoia Cap…

According to Goldman Sachs' forecast, the artificial intelligence (AI) boom will further drive the stock market and will involve three major areas. The first stage has passed, and companies represented mainly by Nvidia have achieved great success in the field of AI. Next, the AI boom will enter the second stage, the AI infrastructure stage. This stage covers semiconductor companies, cloud service providers, data center real estate investment trusts (REITs), hardware and equipment companies, security software stocks, and utility companies. Goldman Sachs has identified 93 eligible companies, including ARM Holdings PLC, which holds the largest stake in ARM Holdings PLC.

Marco Argenti, chief investment officer of financial giant Goldman Sachs, said in an interview looking ahead to 2024 that the year will focus mainly on "hybrid" AI and applications built on large language models. He emphasized that "hybrid AI" will become the dominant trend, in which large models act as the "brain" to interpret prompts and user needs, or as orchestrators of planning tasks, assigning tasks to multiple working models dedicated to specific tasks, similar to ChatGPT. Source Note: Image generated by AI,…