David Solomon (데이비드 솔로몬), CEO of Goldman Sachs, said demand for financing artificial intelligence infrastructure remains strong despite recent market jitters. Investor concerns are growing over whether massive investment in the AI industry can translate into returns, but investment in related infrastructure and technology is continuing, he said.

On Nov. 9, economic news outlet CNBC reported that Solomon said Goldman Sachs has actively taken part in AI-related capital markets transactions in recent weeks and he expects the trend to continue for some time.

Solomon said in an interview with CNBC, "Demand for investment in building AI infrastructure and in the technology needed for AI growth remains very strong." He acknowledged that changes in the political environment are causing market recalibration and swings, and that such moves are appearing in reality. He added, "I still firmly believe in the long-term potential for AI to raise productivity across the economy."

AI-related stocks, including semiconductor companies and emerging cloud service providers known as neoclouds, have posted sharp declines recently. Investors are reassessing whether they can earn sufficient returns on AI infrastructure investment worth hundreds of billions of dollars. Selling that began ahead of the U.S. midterm elections intensified after the Democratic Party won a big victory. Concerns that political backlash could slow the AI industry's expansion are seen as weighing on investor sentiment.

The market mood is drawing attention as it coincides with AI model developer Anthropic's push for an initial public offering. Anthropic's listing is expected to be a key test of public-market investment demand for AI companies. Goldman Sachs is one of the financial institutions leading Anthropic's IPO.

Solomon avoided specific comments on the IPO but said, "If a listing actually goes ahead, we will have to see how the market responds," adding, "The current market environment remains quite favourable."

He also expressed concern about political backlash over data centre construction. He said AI infrastructure is essential to the U.S. economy and can be built in a responsible way. Solomon said, "I do not want this kind of infrastructure to be moved outside the United States," adding, "Demand for computing already exists, so if construction in the United States is constrained it will naturally head overseas."

Solomon said demand for financing infrastructure investment remains steady despite the recent drop in AI-related stocks. Expectations for the AI industry's long-term growth potential remain in place, but the market's scrutiny of investment profitability and political uncertainty is becoming stricter.