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公式動画＆関連する動画 [Will Hyperscalers Justify AI Spend?]
As the AI infrastructure buildout continues at a historic pace, the monetization debate is taking center stage once again. Can hyperscalers deliver the ROI required to justify this massive capital wave?
In this month's highlight from The Macro Call, host Mark Wilson, Head of EMEA Equities Hedge Fund Coverage and Equities Franchise Sales, sits down with Rich Privorotsky, Head of EMEA Equities Flow Intermediation, to discuss the outlook for AI CapEx, concentration risks in global equities, and what Q2 earnings could reveal about the path to AI ROI.
Clients can access the weekly episodes on Goldman Sachs Marquee, our digital platform for institutional investors.
Recorded on July 13, 2026.
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