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Goldman's Weir Says Investors Are Wondering About AI ROI

Bloomberg Technology

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⚡ Quantum Brief

Goldman Sachs’ Matthew Weir highlights growing investor skepticism about AI’s return on investment amid surging tech spending, with big firms facing pressure to justify capital outlays. Geopolitical tensions, including Iran’s threats in the Strait of Hormuz, add volatility to markets, complicating AI-driven growth projections for tech giants already under scrutiny. Meta’s announcement of four new AI-optimized in-house chips signals intensified competition in semiconductor development, raising questions about cost efficiency versus performance gains. Uber’s partnership with Zoox to launch robotaxis underscores AI’s expanding commercial applications, though profitability timelines remain unclear for autonomous mobility ventures. China’s "OpenClaw" AI push reflects global race dynamics, as nations accelerate domestic innovation to reduce reliance on foreign tech amid escalating trade and security risks.

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Mar 11th, 2026Goldman's Weir Says Investors Are Wondering About AI ROIMatthew Weir, Managing Director and senior investment strategist in the Investment Strategy Group at Goldman Sachs, discusses how investors are trying to assess the health of big tech companies in the midst of rising AI investments and geopolitical uncertainty. He joins Ed Ludlow and Caroline Hyde on "Bloomberg Tech."Duration:4:25US Warns Iran Against Laying Mines in Strait of HormuzDuration:1:37Meta Will Deploy Four New In-House Chips to Handle AI WorkloadsExclusiveDuration:2:12How Iran's Weaponry Can Put US Military Under StrainThe Opening TradeDuration:4:37You Can't 'Jawbone' Down Energy Prices, Rubenstein SaysDuration:0:34IEA to Release 400 Million Barrels of Oil From ReservesDuration:8:20Uber and Zoox CEOs on Partnering to Offer Robotaxi RidesDuration:14:24OpenClaw AI Mania Hits ChinaThe China ShowDuration:3:59Oil Traders Grapple With Trump’s Mixed Iran MessagesAvailable on:Listen onApple TVListen onRokuListen onSamsung TVListen onFire TVListen onAndroid TVListen onRakuten TVListen onHaystack NewsWatch BTV in your area:Channel Finder

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Source: Bloomberg Technology

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Goldman's Weir Says Investors Are Wondering About AI ROI

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