A post by @DeItaone on X.

Goldman Sachs CEO David Solomon said he remains optimistic that the U.S. will continue to see a significant amount of investment in data centers and compute capacity, according to a CNBC interview cited by Walter Bloomberg. The remark signals that Wall Street's top brass still expects the capital-intensive buildout tied to artificial intelligence and cloud infrastructure to keep running despite concerns about stretched valuations and power constraints. It matters because data-center spending has become a major driver of U.S. capex, corporate earnings and electricity demand, and Goldman's view carries weight given its role advising on deals and financing in the sector. Investors will watch upcoming earnings and guidance from hyperscalers and chipmakers, along with grid and permitting developments, for confirmation that the spending cycle has staying power.