What is Goldman Sachs?

Goldman Sachs is a global investment bank and financial services firm. The material tracks its risk management philosophy, exploration of compute futures trading, and market forecasts on AI infrastructure.

• May 2026 - Lloyd Blankfein said Goldman Sachs runs old and new systems simultaneously in finance, requiring zero mistakes, unlike tech startups.
• May 2026 - Lloyd Blankfein said rigorous mark-to-market acts as an early warning system by forcing firms to acknowledge losses early.
• May 2026 - Lloyd Blankfein said Goldman Sachs was one of the only firms to insist on a collateral agreement with AIG, protecting them during the crisis.
• Jun 2026 - Nathaniel Whittemore said Goldman Sachs and JP Morgan are looking at trading compute futures as a way to hedge data center exposure.
• Jun 2026 - Nathaniel Whittemore said Goldman Sachs seems to have the correct read on the market, warning that consensus forecasts are underestimating the size of the AI build-out by as much as 50%.