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4 days agoHedge funds’ AI-hardware exposure hits highest since 2016, says Goldman Sachs
Hedge funds have increased their exposure to AI-related tech hardware to the highest level since 2016, according to a client note from Goldman Sachs seen by Reuters. The buying has focused on semiconductors and chip-equipment stocks, signalling strong conviction that the AI hardware cycle still has runway. Analysts at Goldman said funds are shifting away from the mega-cap ‘magnificent seven’ and into companies with direct exposure to AI infrastructure. Long positions are predominant and activity is concentrated in U.S. and Asian tech names.
Explore:Mutual Fund Themes
positive
4 days agoHedge funds’ AI-hardware exposure hits highest since 2016, says Goldman Sachs
Hedge funds have increased their exposure to AI-related tech hardware to the highest level since 2016, according to a client note from Goldman Sachs seen by Reuters. The buying has focused on semiconductors and chip-equipment stocks, signalling strong conviction that the AI hardware cycle still has runway. Analysts at Goldman said funds are shifting away from the mega-cap ‘magnificent seven’ and into companies with direct exposure to AI infrastructure. Long positions are predominant and activity is concentrated in U.S. and Asian tech names.
Explore:Mutual Fund Themes
positive
Hedge funds’ AI-hardware exposure hits highest since 2016, says Goldman Sachs
4 days ago
1 min read
83 words
Hedge funds have boosted AI-hardware stock holdings to a 2016 era peak, reflecting conviction in the infrastructure phase of AI growth.
Hedge funds have increased their exposure to AI-related tech hardware to the highest level since 2016, according to a client note from Goldman Sachs seen by Reuters. The buying has focused on semiconductors and chip-equipment stocks, signalling strong conviction that the AI hardware cycle still has runway. Analysts at Goldman said funds are shifting away from the mega-cap ‘magnificent seven’ and into companies with direct exposure to AI infrastructure. Long positions are predominant and activity is concentrated in U.S. and Asian tech names.
Hedge funds have increased their exposure to AI-related tech hardware to the highest level since 2016, according to a client note from Goldman Sachs seen by Reuters. The buying has focused on semiconductors and chip-equipment stocks, signalling strong conviction that the AI hardware cycle still has runway. Analysts at Goldman said funds are shifting away from the mega-cap ‘magnificent seven’ and into companies with direct exposure to AI infrastructure. Long positions are predominant and activity is concentrated in U.S. and Asian tech names.
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AI
stocks
AI
stocks
hardware
hedge funds
semiconductors
Oct 26, 2025 • 11:29 IST