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Goldman Sachs warns of an AI bubble: When the first major spender cuts back, the entire market will reprice

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Jinse Finance reports that on June 23, Goldman Sachs strategist warned that the AI market has become like a stretched rubber band: the market’s continued indifference to negative signals will eventually reach a critical point—once any major technology giant is the first to cut AI spending, the valuation logic across the entire AI sector will face a comprehensive reshuffle. In a research note on Tuesday, Privorotsky, a strategist in Goldman Sachs’ Global Banking and Markets division, pointed out that over the past few weeks, the market has nearly ignored all negative signals that appeared in AI capital expenditure transactions. He specifically highlighted a widening structural divergence: mega-scale cloud computing providers continue to increase their spending commitments, while their stock prices continue to lag behind the broader market; at the same time, AI hardware stocks represented by Nvidia and TSMC have been rising against the trend. This divergence itself is a sign that the market is mispricing the situation.
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