AI Exchanges: Will falling costs drive new opportunities?

AI交易所:成本下降将催生新的机遇吗?

Goldman Sachs Exchanges

商务

2025-02-05

21 分钟
PDF

单集简介 ...

The introduction of low-cost AI models is raising questions about AI infrastructure and the high spending on AI by the world’s largest technology companies. In this inaugural episode of a special podcast series, AI Exchanges, Co-Hosts Allison Nathan and George Lee discuss the issues surrounding the costs of AI development and implementation, and the impact on deal-making, with Kim Posnett, global co-head of Investment Banking in Goldman Sachs’ Global Banking & Markets business. Learn more about your ad choices. Visit megaphone.fm/adchoices
更多

单集文稿 ...

  • Welcome to Goldman Sachs Exchanges.

  • I'm Allison Nathan.

  • This year we decided to look closer at the rise of AI and everything it could mean for companies,

  • investors, and economies.

  • So we're bringing you this series of special podcast episodes we're calling AI Exchanges,

  • which I'll be hosting alongside my colleague George Lee.

  • George is the co-head of the Goldman Sachs Global Institute.

  • He's the former CIO of Goldman Sachs.

  • And before that, he was co-chairman of the Global Technology,

  • Media, and Telecommunications Group in our investment banking business.

  • George, thanks for joining me for this series.

  • Oh, thank you.

  • Allison's great to be doing this with you.

  • Look forward to it.

  • I am super excited about this.

  • The goal here is to help listeners understand the impacts that AI is having today and the ways it could change in the years ahead,

  • the implications, as I just said, for businesses and economies.

  • And George, there's really no better time to be having this conversation because, of course,

  • we've recently seen some really fundamental questions about the AI build-out ripple throughout the markets quite powerfully.

  • We all have observed the volatility we've seen in the markets this week.