Goldman Sachs Research Report – In-Depth Analysis of AI Hardware: Network Investments Become the New Focus of Computing Power
On November 20, 2025, Goldman Sachs held a hardware investor bus tour in California, engaging in in-depth discussions with the management teams of Arista Networks, Supermicro, 650 Group, and Cisco Systems. This research revealed significant trends in network-side investments within AI infrastructure, providing key guidance for hardware investment directions. Core Conclusion of the Research: Network … Read more