Rich Privorotsky

Goldman Sachs analyst Rich Privorotsky projects hyperscaler capital expenditures could reach $765 billion by 2026 and cumulative AI infrastructure spending $7.6 trillion by 2031, driven by strong dema…

Goldman Sachs' 1-Delta Desk, led by Rich Privorotsky, flagged a chart tracking open-source vs. closed-source AI models as a leading indicator for the AI infrastructure trade, arguing that AI is shifti…