Goldman Sachs Predicts AI Boom to Drive Stock Market Growth, Involving Three Major Areas. The initial phase led by Nvidia has passed, and the next phase will enter the AI infrastructure stage, including semiconductor and cloud service companies. As AI commercialization progresses, the third phase of AI empowerment will arrive, positively impacting software and IT service companies. Goldman Sachs believes that the AI boom will bring more investment opportunities, with a focus on AI infrastructure and AI empowerment sectors.