Every Major Bank Has an AI Story. None Will Give You the Bill.
Wall Street’s Q3 earnings calls were full of AI productivity claims. The figures that would let investors test them were mostly missing.
Deployed's enterprise AI reporting on Goldman Sachs.
Wall Street’s Q3 earnings calls were full of AI productivity claims. The figures that would let investors test them were mostly missing.
CEO David Solomon used the call to lay out Goldman's view of the AI infrastructure investment cycle.
"They overhired in the COVID era when they didn't actually need to, the results of that are being seen now"
From college side project to a platform onboarding 20,000 users daily.
With GPU demand at an all-time high and an IPO on the horizon, CoreWeave is at the center of the AI arms race.