Goldman Sachs' CEO Solomon: We've got a deep belief and a lot of confidence in Nvidia - CNBC

Goldman Sachs CEO David Solomon expressed strong confidence in NVIDIA during a recent CNBC interview, highlighting the firm's deep belief in the company's leadership in artificial intelligence and com... Read original →

Goldman Sachs' CEO Solomon’s strong endorsement of NVIDIA reflects a growing financial consensus on AI compute as a core investment theme. Technologically, this reinforces NVIDIA’s dominance in 3nm and EUV-based GPU architectures, accelerating upstream semiconductor investments and downstream adoption in data centers and autonomous driving. From a compliance standpoint, U.S. export controls on China/ China’s semiconductor sector are tightening, yet NVIDIA’s global supply chain strategy helps mitigate risks, though Taiwan/ China’s manufacturing capacity remains a key constraint. Competitors like AMD and Intel are ramping up, but lack the scale to challenge NVIDIA’s leadership in the near term. Over the next 12–24 months, sustained demand for AI chips will likely drive continued valuation expansion, though the stock may face correction risks amid overheated expectations.