Goldman Says AI Financing Demand Holds Strong as Anthropic Readies Potential IPO

2 articles · Updated · CNBC · Nov 9

David Solomon said Goldman has been "very active" in AI capital-markets deals in recent weeks and still sees strong demand for financing AI infrastructure despite the recent selloff.
Recent market jitters have hit chipmakers and neocloud providers as investors question whether hundreds of billions of dollars flowing into AI build-outs will earn adequate returns.
That reassessment intensified after Democrats' sweeping midterm victories, which raised concerns that political opposition could slow data-center expansion and other AI infrastructure projects.
Anthropic's potential IPO now looms as a key test of public-market appetite for AI companies, with Goldman among the banks leading the process and Solomon calling the broader market environment still constructive.
Solomon also argued the U.S. should keep building data centers at home, warning that compute demand will push investment overseas if domestic political resistance blocks projects.