Goldman Sachs, in a research note Thursday (the note isn't publicly posted): ..etc.
I'll just leave the link to the asserted leaked internal research note as it's a blob of text, but relevant here if genuine.
https://www.weforum.org/stories/2015/06/why-is-technology-no...
A least a large part of it is building data centers, which they'd do anyway and can be of use even if AI doesn't pick up.
I'll just leave the link to the asserted leaked internal research note as it's a blob of text, but relevant here if genuine.