It’s Nvidia’s World: How Advisors See the Next Phase of AI

Published on May 22, 2026

With mega tech AI capital expenditure projected to cross a staggering $660 billion to $750 billion, according to estimates from firms like Goldman Sachs, CreditSights and Bloomberg, saying the stakes are high for Nvidia and the AI ecosystem is an understatement. It’s no wonder we can focus on little else this week.

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What Barbarians Like to Take Private

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While most institutional investors recognize that private equity and public equity share similar economic risks, they often seem to ignore how their aggregate equity portfolio is affected by their substantial allocation to private equity.

Goldman Sachs Hires New Model Portfolios Head

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Model portfolios are a key pillar for asset managers competing for advisor and investor attention. They offer straightforward, pre-packaged tools that help investors target and achieve specific financial goals. Designing and operating models, however, takes a particular set of skills. Goldman Sachs Asset Management recently made a big hire therein.