Why Goldman Sachs still prefers AI infrastructure to 5% Treasurys

Goldman Sachs executive Anshul Sehgal stated that AI infrastructure still presents a better investment opportunity than long-term Treasurys, despite yields around 5%. He expressed a preference for AI infrastructure companies, including neocloud providers and data centers. Sehgal noted that higher bond yields are channeling more capital into AI. He also said concerns about America's debt trajectory are overdone.

Read More