# Investors need exposure to semiconductor companies and other “picks and shovels” of artificial intelligence.

*web3 · news · 2026-04-08 · Bloomberg*

## Key points

- Goldman Sachs Asset Management recommends continued investment in semiconductor and AI infrastructure companies.
- Brook Dane states that rising geopolitical tensions have structurally increased risk premia in markets.
- Despite global uncertainty, Goldman Sachs sees no change in the growth trajectory of AI-related spending.
- The firm emphasizes that AI infrastructure remains a strategic investment regardless of geopolitical risks.

**Companies:** Goldman Sachs
**Countries:** Iran

[Read the full story on Bloomberg](https://www.bloomberg.com/news/articles/2026-04-08/goldman-embraces-picks-and-shovels-of-ai-with-more-capex-ahead)

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