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News  ›  Benzinga

The Next Wave Of AI Winners? Investors Shift Focus Beyond Nvidia

Benzinga Logo Benzinga By Piero Cingari
The Next Wave Of AI Winners? Investors Shift Focus Beyond Nvidia

Investors are shifting focus from AI infrastructure builders to companies using AI for productivity gains, with Goldman Sachs identifying potential beneficiaries across finance, consulting, software, and HR services sectors.

Insights
FFAIW   positive

Positive business developments including strategic advisor appointment, increased B2B preorders, and growing investor interest from Vanguard


BAC   neutral

Identified as potential AI productivity beneficiary in banking sector with back-office automation potential