Why Goldman Sachs still prefers AI infrastructure to 5% Treasurys

AI SUMMARY

# Goldman Sachs Favors AI Infrastructure Over Treasury Bonds Goldman Sachs maintains that AI infrastructure investments offer superior long-term returns compared to 5% Treasury yields, despite elevated interest rates potentially making government bonds more attractive to traditional investors. The firm's stance reflects confidence that the AI sector's growth trajectory will outpace the risk-free returns offered by current Treasury rates, positioning semiconductor and data center companies as more compelling opportunities even in a higher-rate environment.