Recently, investment banking giant Goldman Sachs (stock code: GS) announced its forecast for the future development of the artificial intelligence (AI) industry.。With the rapid rise of AI tools such as ChatGPT, the industry has attracted worldwide attention and has had a significant impact on technology stocks.。

According to Goldman Sachs analysts, the focus of the AI market is shifting in two directions: one is companies that are committed to building AI infrastructure, and the other is companies that are focused on using AI to achieve higher revenue and productivity.。

Phase 1: AI infrastructure boom

Currently, chip companies such as Nvidia are critical to the training and operation of AI models.。However, the next wave of AI-driven momentum may be biased towards companies that build the infrastructure that underpins the entire AI ecosystem.。

Goldman Sachs noted that semiconductor manufacturers such as GlobalFoundries (GFS) and cloud computing service providers such as Amazon (AMZN) may benefit significantly from this trend.。Against the backdrop of surging demand for AI infrastructure, the share prices of these companies may see a surge。

Phase 2: AI for business growth

In the future, the driving force of AI may extend to income and productivity growth in all industries.。

According to Goldman Sachs analysts, AI will transform industries such as finance, healthcare and marketing, and industry companies such as Intuit (INTU), Adobe (ADBE), Pinterest (PINS) and Tenet Healthcare (THC) are likely to be potential beneficiaries.。