#AI #Investigatuin - How New Models are Changing the AI Investment Landscape: Goldman Sachs

18 August 2026

Find our latest Insights on the markets and investing here: https://pwm.gs.com/nam/en-us/insights... As consumer adoption and corporate investment in artificial intelligence accelerate, markets are demanding greater transparency into profitable enterprise adoption. Sharmin Mossavar-Rahmani, chief investment officer of Wealth Management and head of the Investment Strategy Group (ISG), and Jim Covello, head of Global Equity Research for Goldman Sachs, unpack what investors should consider about increasing corporate AI capital expenditures, the impact of open-source and open-weight models, and why Covello believes many of the sector's biggest winners may still lie ahead.

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