Goldman Sachs’ Kim Posnett Says AI Investors Are Favoring More Integrated Companies

Investors are becoming more selective within the AI sector, favoring companies with control over key parts of the technology stack, Goldman Sachs investment banking co-head Kim Posnett said at the WTF Summit. She described the shift as a reprioritization within the AI trade, not a retreat from AI. Posnett said investors are increasingly drawn to companies that can build frontier models, software and AI chips, while the summit’s broader discussion also highlighted control of data centers as a point of investor focus.