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Goldman Sachs CEO David Solomon Thinks the Economy Will “Accelerate Into 2026” — Why That’s Wild, Undue, and Kind of Nuts
Goldman Sachs CEO David Solomon just gave us a brand-new economic hot take: despite tariffs, layoffs, and a slowing labor market, the U.S. economy is in “pretty good shape” and will accelerate into 2026 because of — wait for it — “all of the AI infrastructure build.”
Yes, apparently a couple trillion dollars in data centers and GPUs is all it takes to bend the business cycle. Forget wages, inflation, and debt loads — Silicon Valley’s server rooms are now America’s GDP growth engine.
Here’s why this is hilariously crazy, unfair, and, let’s be real, peak Wall Street absurdity.
1. AI Infrastructure Is Not the Economy
David Solomon makes it sound like Nvidia chips are the new Social Security. Spoiler: they’re not.
Building AI servers might juice Goldman Sachs’ advisory fees, but it doesn’t magically make groceries cheaper or rents stop spiraling. You can’t pay your electric bill with “AI infrastructure build.” Unless, of course, you work at Goldman Sachs, in which case the economy has always been “in good shape.”
SEO angle: AI infrastructure, Goldman Sachs, U.S. economy, Nvidia spending.
2. Wall Street’s Contradiction Olympics
Last year Solomon warned the U.S. economy was softening. Now he says it’s accelerating. That’s not forecasting — that’s speed dating with the truth.
This isn’t economics. It’s mood swings with a Bloomberg microphone. And the fact that he can pivot this hard without missing a bonus cycle is why most Americans treat Wall Street predictions like horoscopes: mildly entertaining, rarely accurate.
3. A “Drawdown” Is Just Rich-Person Code for Crash
Solomon casually dropped that markets will face a “drawdown” in the next 12–24 months. Translation: “Stocks might tank, but don’t worry, it’s all part of the vibe.”
That’s like your airline captain saying:
“Folks, we may nosedive for a bit, but cruising altitude should be lovely by 2026.”
If the CEO of Goldman Sachs tells you not to panic? Maybe panic a little.
4. The AI Job Paradox Is Comedy Gold
Here’s Solomon again: “The number of jobs, the actual jobs will come down” thanks to AI. But don’t worry, Goldman Sachs’ headcount will go up.
In other words:
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You: “Am I about to be replaced by a chatbot?”
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Goldman: “Yes. But don’t worry, we’re hiring more people to supervise the chatbots.”
It’s corporate Hunger Games with better catering.
5. Regulatory Tailwinds = More Champagne at Goldman
Solomon says a “changed regulatory environment” will boost corporate dealmaking. Translation: looser rules, fatter mergers, bigger advisory fees.
So let’s be clear: when David Solomon says the economy is in “good shape,” what he really means is:
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M&A fees are up ✔
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IPO pipeline looks juicy ✔
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Advisory revenues surged 71% ✔
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Everyone else’s rent? Not really Goldman’s problem.
6. Why This Is Totally Undue
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Because the U.S. economy is not the same thing as Goldman Sachs’ quarterly earnings call.
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Because AI infrastructure ≠ economic policy.
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Because predicting “acceleration in 2026” while warning of a crash in 2025 is the forecasting equivalent of juggling knives while blindfolded.
SEO angle: U.S. economy 2026, Goldman Sachs forecast, AI bubble risk, stock market correction.
Final Thought: Goldman Sachs as the World’s DJ Booth
Remember: David Solomon moonlights as a DJ. Which makes sense, because his economic commentary works the same way.
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Sometimes he spins optimism.
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Sometimes he drops the caution track.
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Right now, it’s the “AI will save us” remix.
But the bass drop comes with tariffs, labor slowdowns, and a market “drawdown” he himself admits is coming. If that’s not a Wall Street rave, what is?
And don’t worry — by September 2026, the playlist will change again.
DISCLAIMER: This analysis of the aforementioned stock security is in no way to be construed, understood, or seen as formal, professional, or any other form of investment advice. We are simply expressing our opinions regarding a publicly traded entity.
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