Goldman Sachs sees strong momentum in Asia driven by AI spending

Goldman Sachs: Goldman Sachs is a leading global investment bank and financial services firm with significant operations across Asia-Pacific. Its president for Asia-Pacific ex-Japan recently noted robust business momentum in the region. This activity is closely tied to AI infrastructure developments in key markets. China Ecosystem: China is advancing its own AI ecosystem with progress in large language models, semiconductor packaging, computing, and applications that complement global infrastructure builds. Regional Growth: Operations in Japan, India, and China are all demonstrating strong momentum amid broader AI investment trends. AI Infrastructure: AI-related capital expenditures are providing a particular boost to financial services activity and deal flow in North Asian markets.