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Encyclopedia › Organizations › Goldman Sachs Group
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Goldman Sachs Group

1 articles · Jan 2026

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Jan 30 2026
scitech-weekly

AI Hardware Firms in China and US: Outpacing Big Tech in Earnings Growth

AI hardware firms in China and the US emerge as frontrunners in revenue growth. China's broader information technology firms have recorded earnings estimates that outpace those of the country's biggest consumer-internet names. In the US, JPMorgan and Goldman Sachs Group have identified tentative signs of earnings expansion beyond the mega-cap technology stocks.

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