[Watcher Guru] JUST IN: $3.7 trillion Goldman Sachs CEO David Solomon expects massive investment in US data centers and AI computing capacity to continue.

Goldman Sachs CEO David Solomon said he expects the massive buildout of US data centers and AI computing capacity to continue, signaling sustained capital spending from one of Wall Street's most influential figures. The remark points to ongoing demand tied to artificial intelligence infrastructure, a theme that has driven both private investment and public-market enthusiasm. Solomon's view matters because Goldman Sachs oversees roughly $3.7 trillion in assets, giving his outlook weight among institutional investors gauging the durability of the AI trade. Watch for further commentary from major banks and hyperscalers on data-center capex guidance, which will shape expectations for the sector.