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China’s AI developers may soon begin charging cloud platforms for hosting open-weight models, signaling a shift from free access to commercial licensing, according to Goldman Sachs.
Goldman Sachs reported record investment banking fees of $3.4 billion in Q2, driven by a surge in AI-related capital spending. CEO David Solomon attributes this to a new 'AI CapEx super cycle.'
Goldman Sachs observes a shift in AI investment toward data centre infrastructure, as the market moves toward a 'flight to quality' and focuses on scalable, energy-efficient computing solutions.
