A post by @FirstSquawk on X.

Goldman Sachs CEO David Solomon said he remains optimistic that the U.S. will see a significant amount of investment in data centers and compute capacity, speaking in a CNBC interview. The comment signals continued confidence in the capital spending cycle underpinning AI infrastructure, even as investors scrutinize whether the buildout can be sustained. Solomon did not attach specific figures to the outlook. The remarks matter because data-center and compute investment has become a major driver of U.S. capex and power demand. Watch for further bank commentary and earnings disclosures on financing conditions for these projects.