Investors Are Picking AI Winners and Losers, WTF Summit Panel Says

At The Information's WTF Summit, leaders said AI has deeply penetrated business and politics but is starting to divide companies and investors. Goldman Sachs' Kim Posnett said investors increasingly favor firms that can train models and control the chips and data centers behind them.

• Investors favor companies with their own models, chips and data centers
• Goldman Sachs' Kim Posnett: this is repositioning, not a shift in AI sentiment
• The WTF Summit gathered senior women in tech and finance