Goldman Sachs: 89 stocks expected to be winners as they build out AI infrastructure

• Goldman Sachs identified four phases of the AI trade, first led by Nvidia and other tech giants.
• Phase two involves infrastructure players like semiconductor makers, data centers, and utilities.
• The firm listed 89 AI infrastructure companies, including data centers and utilities.

If you want a more sober view of the AI landscape, stepping back from the stock-market frenzy caused by the hype and understanding how this technology fits within the greater landscape is probably a good place to start.