Program and guest
Bloomberg’s The China Show interviewed Goldman Sachs Chairman and CEO David Solomon during the Hong Kong Global Financial Leaders’ Investment Summit. Original English title: Goldman’s Solomon Sees ‘Very Robust’ Demand for AI Deals. The subtitles cover 0:00–14:23; this article covers the entire interview.
Key points
- Several major financings involving SpaceX, Meta and others closed in the same week, while the market was also preparing for the upcoming Anthropic IPO. 0:45
- Despite increased short-term volatility and repricing in some areas, capital markets remain very active overall. 0:57
- Investors remain focused on the trajectory of AI and computing demand. 1:03
- These deals have attracted very robust demand, and capital markets remain open to deals. 1:14
- The current technology supercycle is operating in a market far larger than ever before. 3:38
Background and context
The interview was recorded during the Hong Kong Global Financial Leaders’ Investment Summit and focused on capital markets activity and AI demand. The subtitles cover 0:00–14:23; this article covers the entire interview. The views and timestamps are paraphrased from the original subtitles, and each timestamp marks the start of the corresponding segment of the original remarks.