Rob Kaplan

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Rob Kaplan, mentioned 4 times across podcast episodes and expert conversations analyzed by Sonic.

What Rob Kaplan has said

An estimated $800 billion is being spent on AI infrastructure for compute capacity this year.

bullish·Rob Kaplan

Rob Kaplan predicts a multi-year trend where S&P earnings improve at double-digit rates, even with sluggish GDP growth, due to corporate AI adoption.

bullish·Rob Kaplan

Goldman Sachs is expanding its presence in Texas from over 4,500 employees to more than 5,000.

bullish·Rob Kaplan

An estimated $800 billion is being spent on AI infrastructure for compute capacity this year.

Expert perspectiveRob KaplanMay 22

Rob Kaplan predicts a multi-year trend where S&P earnings improve at double-digit rates, even with sluggish GDP growth, due to corporate AI adoption.

Expert perspectiveRob KaplanMay 22

Goldman Sachs is expanding its presence in Texas from over 4,500 employees to more than 5,000.

Official sourceRob KaplanMay 22

Market consensus has shifted from expecting a Federal Reserve rate cut later this year to now considering a potential rate hike or no change at all.

Expert perspectiveRob KaplanMay 22

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