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Verizon AT&T T-Mobile to Gain Amid AI and Data Center Demand - Goldman Sachs

Verizon, AT&T, T-Mobile to Gain Amid AI and Data Center Demand: Goldman Sachs

  • News
  • July 2, 2024
Goldman Sachs analyst James Schneider, Ph.D., covers U.S. Telecom Services, highlighting growth for Verizon, AT&T, and T-Mobile driven by AI and data center demand. The sector is transforming, focusing on core businesses and experiencing reduced competition and capital intensity.

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