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AI Infrastructure · News & Analysis
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Goldman Sachs strategist recommends sustained long positions on compute infrastructure, GPU cloud platforms, and data center operators as AI deployment scales.

Sell-side consensus on AI infrastructure secular growth supports continued capital allocation to GPU supply, neoclouds, and facility buildout.
Trade pressSlicast · September 21, 2026 at 11:52 UTC · US · Source: TradingView
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Goldman Sachs strategist recommends sustained… · Slicast