Goldman CEO: AI Infrastructure Financing Still Strong
Invisipilot Team ·
Written with AI assistance from the cited sources
Goldman Sachs CEO David Solomon told CNBC on 9 November 2026 that demand for financing artificial intelligence infrastructure remains strong, even as AI-related stocks have fallen in recent weeks. Solomon said Goldman has been "very active" in AI capital markets deals and expects that activity to continue. He acknowledged that political and market shifts are causing some recalibration but said he still believes in AI's long-term role in driving economic productivity, according to CNBC.
Key points
- Goldman Sachs CEO David Solomon told CNBC on 9 November 2026 that AI infrastructure financing demand remains strong despite recent stock market turbulence.
- AI-related stocks, including chipmakers and neocloud providers, have fallen in recent weeks as investors reassess returns on hundreds of billions of dollars in AI spending, according to CNBC.
- The sell-off intensified after US midterm elections in which Democrats won sweeping victories, raising concerns about political headwinds for the AI industry, CNBC reports.
- Goldman Sachs is among the banks leading the potential IPO process for AI model lab Anthropic, which Solomon described as a key test of public-market appetite for AI companies.
- Solomon warned that if AI infrastructure is not built in the US, compute demand will naturally shift to other countries, according to CNBC.
- Takeaway: Despite market jitters and political uncertainty, Goldman's CEO says AI infrastructure investment remains active, signalling continued capital flow into the sector through late 2026.
Source: CNBC, 9 Nov 2026
What Happened
Goldman Sachs CEO David Solomon told CNBC on 9 November 2026 that financing demand for artificial intelligence infrastructure is holding up despite a recent sell-off in AI-related stocks. Speaking to CNBC's Leslie Picker, Solomon said his firm has been "very active" in AI capital markets deals over recent weeks and expects that pace to continue.
The Market Backdrop
According to CNBC, AI-related stocks — including chipmakers and neocloud providers — have tumbled in recent weeks as investors question whether the hundreds of billions of dollars being directed into AI infrastructure will produce adequate returns. The sell-off began before the US midterm elections and intensified after Democrats scored sweeping victories, raising concerns that political opposition could slow the industry's expansion.
What Solomon Said About the Outlook
Solomon acknowledged that changes in the political environment are creating "recalibrations and ups and downs," but said he still believes deeply in AI's long-term ability to drive productivity across the economy. He also pushed back against political resistance to data centre construction, arguing the infrastructure is essential and can be built responsibly. He warned that if the US does not build this capacity, demand for computing power will shift to other countries, according to CNBC.
Solomon also commented briefly on a potential public listing by AI model lab Anthropic, for which Goldman is among the banks leading the process. He described the current market environment as "still pretty constructive" but declined to give further detail.
Why It Matters for Job Seekers
- If you work in technology, finance or data centre operations, the continued flow of capital into AI infrastructure, as reported by CNBC, suggests that hiring demand in these areas may remain relatively resilient even during market volatility.
- If you are considering roles at AI companies eyeing public listings, Solomon's comments indicate that investor appetite for AI firms is being tested but has not collapsed, which affects how quickly such companies may scale their workforces.
- If you are tracking where tech jobs are likely to grow, Solomon's argument that AI infrastructure must stay in the US points to continued investment — and potential hiring — in domestic data centre and computing roles.
- If you follow policy and its effect on hiring, the CNBC report highlights that political shifts are already influencing investor sentiment around AI, which can affect how quickly companies expand teams.
Audience note: This story affects technology and finance professionals worldwide, particularly those seeking roles connected to AI infrastructure investment.
Frequently asked questions
- Is demand for AI infrastructure investment still strong despite the stock market sell-off?
- Yes. Goldman Sachs CEO David Solomon told CNBC on 9 November 2026 that his firm has been very active in AI capital markets deals and that demand for AI infrastructure financing remains strong, even as AI-related stocks have fallen in recent weeks.
- Why have AI-related stocks fallen recently?
- According to CNBC, investors are reassessing whether the hundreds of billions of dollars being directed into AI infrastructure will generate good returns. The sell-off intensified after US midterm election results raised concerns about political opposition to the industry.
- What is the Anthropic IPO and why does it matter?
- Anthropic is an AI model lab preparing for a potential public listing. CNBC reports Goldman Sachs is among the banks leading that process, and Solomon described it as a key test of public-market appetite for AI companies.