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Recent policy announcements in China highlight new government efforts to raise birth rates. For investors, this suggests an improving outlook among dairy and infant formula companies that have sales in China, according to Goldman Sachs Research. It also creates a positive storyline for companies outside Asia that make ingredients for infant nutrition. The policy developments include a March 13 announcement by leaders in Hohhot, Inner Mongolia’s...
Superfast chips are in high demand — not just by the artificial intelligence industry, but also by companies that work in computer graphics, robotics, autonomous vehicles, or drug discovery. “It’s fun to see all these amazing applications being created,” says Jensen Huang, the CEO of Nvidia. Speaking to David Solomon, the CEO of Goldman Sachs, at the Communacopia + Technology conference in San Francisco, Huang explained how computer graphics, for...
With the world’s biggest companies racing to build the most sophisticated artificial intelligence, questions about how far and how fast the technology can be scaled are coming into focus, according to Goldman Sachs Research. The advent of generative AI has created a surge of excitement about the future of the technology. Unlike other types of AI, gen AI can create its own outputs in natural language. Because it’s “multimodal,\” it can...