As artificial intelligence and large language models continue to gain traction, tech companies are investing heavily in this technology. To discuss the outlook for this sector, Goldman Sachs Asset Management Global Head of Client Portfolio Luke Barrs joins Catalysts.
So how can investors evaluate a I expenditure and not go into the self flagellation quote that Alex Carp just talked about for?He is global head of my portfolio management for fundamental equity at Goldman Sachs Asset Management.But from your perspective, what is the correct framework that investors should be utilising to suss out a Capex and what is, you know, really going to lead to growth on the R and D side versus just something buzzy to say on an earnings call.
As we see more companies come to market with capabilities in that space and or as we see the shift from the best in class leading edge nano capacity semiconductors towards something a little bit more cost effective in the ASIC space, actually changing that a little bit.We have to be thoughtful around valuations, but we see a lot of opportunity.
So I think we've got some real time intel into what's happening in that space, and I think the very short answer is we're still at the very early stages of this transformation, especially in the public market context.
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