# Report by Goldman Sachs says demand for compute infrastructure is growing faster than supply.

*genai · news · 2026-04-22 · The Hindu Business Line*

## Key points

- Goldman Sachs reports compute availability, not model quality, is now the main AI industry constraint.
- Industry value is shifting toward technologies that manage, optimise, and reliably deploy AI at scale.
- AI-native firms are monetising based on business outcomes rather than traditional SaaS seat or feature models.
- Applied AI is nearing a new inflection point, enabling real-world execution across logistics, automation, and defence.
- Sustained real-world AI deployments are building proprietary data ecosystems that continuously improve model performance.

**Companies:** Goldman Sachs

[Read the full story on The Hindu Business Line](https://www.thehindubusinessline.com/info-tech/ai-growth-no-longer-limited-by-models-but-by-computing-power-goldman-sachs/article70891978.ece)

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