Gabriela Borgias
Analyst covering emerging software at Goldman Sachs, providing research and analysis on enterprise AI, Microsoft, and cloud capital expenditure strategies.
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Jan 29, 2026 • 44min
AI Spending Delivers Mixed Results to Stocks
Gabriela Borgias, an analyst covering enterprise AI and cloud CapEx at Goldman Sachs. She breaks down Microsoft’s 66% CapEx rise and Copilot investments. Discussion covers OpenAI exposure, Anthropic on Azure, and how hardware spending can seed long-term software value. Also touches on AI-driven monetization and risks from contaminated training data.
