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Goldman Sachs has secured the role every Wall Street firm wanted, and it is now working the phones. The bank is in talks with investors about Nvidia’s $500bn AI-compute financing deal, having landed a prized mandate that effectively casts it as the lead, and for now near-sole, lender behind one of the largest infrastructure-funding efforts […]
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<p>Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers [...]
<p>Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for [...]