Banks · GS · Fed rank #5

Goldman Sachs:
the AI strategy, sourced.

Last updated Sep 9, 2026 · 12 dated moves · 18 sources

Developer-first, then vendor-built agents embedded in the back office — an 'assembly line' automated one function at a time.

Goldman Sachs approached AI through its 12,000 developers first — GitHub Copilot in 2024, Cognition's Devin agent in 2025 — then gave its whole 46,000-person workforce the GS AI Assistant, which fields more than a million prompts a month. The distinctive 2026 move was to let a model vendor inside: for six months Anthropic engineers sat with Goldman teams co-developing autonomous agents for trade accounting and client onboarding, the first such arrangement disclosed by a major bank. President John Waldron calls the firm a 'human assembly line' now facing the automation manufacturing went through, while CEO David Solomon says he does not expect a white-collar wipeout. The firm is also an active investor in the AI supply chain — Anthropic's and OpenAI's enterprise-services ventures, the fintech Taktile — and a Mythos user 'supplementing' its cyber resilience after regulators called the largest banks in.

Lead bank

Goldman Sachs Bank USA

Assets (lead bank, Mar 31, 2026)

$752 billion

Charter

State member bank (Fed)

Headquarters

New York, NY

Flagship platform

GS AI Platform and GS AI Assistant

AI leadership

Marco Argenti · John Waldron · Daniel Marcu

  • Developer-first: GitHub Copilot for 12,000 developers in 2024; Devin, an autonomous software engineer, piloted as a team member in 2025.
  • GS AI Assistant available to all 46,000 employees since July 2025; more than a million prompts a month.
  • February 2026: embedded Anthropic engineers co-developing Claude-based agents for accounting of trades and transactions and for client vetting and onboarding.
  • April 2026: using Anthropic's Mythos and 'supplementing' cyber and infrastructure resilience after Treasury and the Fed summoned bank leaders.
  • Investor in the AI services layer: Ode with Anthropic (with Blackstone and Hellman & Friedman), OpenAI's DeployCo, and a $110 million Series C in decisioning-software firm Taktile; 70 AI venture deals since 2019.
  • Leadership is explicit about labour: Waldron's 'human assembly line', economists' 6% displacement estimate for US workers, and a partner's warning about 'cognitive atrophy' if bankers outsource reasoning to models.

What is GS AI Platform and GS AI Assistant?

A firm-hosted platform for generative-AI assistants, extended to all 46,000 employees in July 2025 and answering more than a million prompts a month; developers got GitHub Copilot in 2024 and Cognition's autonomous engineer Devin as a team member in 2025.[6][7]

What has Goldman done on AI, and when?

Goldman Sachs's dated AI moves by year2024Jan 01GitHub Copilot for 12,000 developers2025Jul 25GS AI Assistant reaches the whole workforce2026Jan 22Argenti: 2025 'the biggest changes' of a 40…Feb 06Anthropic engineers embedded to build agentsMar 20Solomon's letter flags AI-exposed private c…Apr 13Using Mythos; regulators call in bank chiefsMay 12Waldron: a 'human assembly line' facing aut…May 14Invests in OpenAI's DeployCoJun 04Solomon: no white-collar wipeoutJun 24Leads $110 million round in TaktileJul 15Backs Ode with AnthropicAug 24Partner warns of 'cognitive atrophy'
Figure 1 · Goldman's AI moves by year, from the timeline below. Filled boxes are the current year. Every entry cites its source in the list at the end of the page.
  • Aug 24, 2026

    Partner warns of 'cognitive atrophy'[3]

    Chris Churchman, leading a flagship AI project, on the danger of outsourcing reasoning to models.

  • Jul 15, 2026

    Backs Ode with Anthropic[15]

    An enterprise AI services firm formed by Anthropic, Blackstone and Hellman & Friedman with a consortium including Goldman.

  • Jun 24, 2026

    Leads $110 million round in Taktile[10]

    A bet that AI is ready for banks' regulated, high-stakes decisions.

  • Jun 4, 2026

    Solomon: no white-collar wipeout[14]

    On Bloomberg's Odd Lots the CEO discusses headcount, AI and the bank's role in the SpaceX IPO.

  • May 14, 2026

    Invests in OpenAI's DeployCo[11]

    Alongside BBVA, backing OpenAI's enterprise-deployment venture.

  • May 12, 2026

    Waldron: a 'human assembly line' facing automation[8][4]

    AI lets the bank scale without much more hiring.

  • Apr 13, 2026

    Using Mythos; regulators call in bank chiefs[13]

    Solomon says the firm is supplementing cyber resilience after Bessent and Powell convened Wall Street leaders.

  • Mar 20, 2026

    Solomon's letter flags AI-exposed private credit[16]

    'Exposure to software companies that may be adversely affected by AI' named as a reminder that the credit cycle has not been repealed.

  • Feb 6, 2026

    Anthropic engineers embedded to build agents[1][2]

    Six months of co-development in trade accounting and client onboarding; Goldman confirms the report.

  • Jan 22, 2026

    Argenti: 2025 'the biggest changes' of a 40-year career[18]

    The CIO predicts 2026 will be bigger, with personal agents and mega alliances.

  • Jul 25, 2025

    GS AI Assistant reaches the whole workforce[6]

    46,000 employees; a million prompts a month; Devin agents joining developer teams.

  • Jan 1, 2024

    GitHub Copilot for 12,000 developers[6]

    The first firm-wide generative-AI deployment, to engineering.

Where does Goldman use AI today?

Goldman Sachs's AI systems on the status ladder from announced to in productionANNOUNCEDPILOTROLLING OUTIN PRODUCTIONGS AI AssistantDevin and coding agentsClient vetting and onboarding agentsTrade and transaction accounting agentsMythos vulnerability discovery
Figure 2 · Where AI runs at Goldman, and how far along. 2 of 5 named systems are in production; the rest are rolling out, piloted or announced. Status is as described in the cited source at its date.
SystemWhat it doesStatusUse case
GS AI Assistant[6][7]Firm-wide conversational assistant on the GS AI Platform.In productionGenerative & agentic AI
Devin and coding agents[7]Autonomous software engineer piloted in developer teams.PilotGenerative & agentic AI
Client vetting and onboarding agents[1][9]Claude-based agents co-developed with Anthropic.PilotAML / KYC
Trade and transaction accounting agents[1]Automating accounting for trades and transactions.PilotAI governance (general)
Mythos vulnerability discovery[13]Using the restricted model and working with Anthropic on cyber risks.In productionCybersecurity

Use-case links open the tracker's rules-by-use-case matrix: which documents govern each system type.

What has Goldman disclosed in numbers?

MetricValueAs of
Employees with GS AI Assistant46,000 (all)[6]Jul 25, 2025
Prompts1 million+ a month[7]Jun 1, 2026
Developers with coding assistants12,000[6]Jul 25, 2025
AI venture deals since 201970 (third among US banks)[12]Apr 20, 2026
Q2 2026 revenue$20.3 billion, +39%, on an AI-driven markets boom[5]Jul 14, 2026

I often describe Goldman Sachs as a human assembly line.[8]

John Waldron · President and COO · May 12, 2026

There's a huge danger here that in the era of AI, we outsource our reasoning to these models, and we have cognitive atrophy.[3]

Chris Churchman · Partner · Aug 24, 2026

Who runs AI at Goldman?

Marco ArgentiLinkedIn ↗

Chief Information Officer[1][7]

John WaldronLinkedIn ↗

President and Chief Operating Officer[8]

Daniel MarcuLinkedIn ↗

Global Head of AI Engineering and Science[17]

Which regulators govern Goldman's AI?

The regulators around Goldman Sachs's AIGoldman SachsFederal Reserve2 documentsNY DFS2 documentsSEC1 documentFinCEN1 documentFSB2 documents
Figure 3 · The regulatory perimeter. Each authority links to its tracker page; the number is how many of its documents this page cites. Solid lines are the bank's direct supervisors; dashed lines are consumer, market and global standard-setters that reach it through its activities.
AuthorityWhy it matters hereDocuments
Federal ReserveGoldman Sachs Bank USA is a state member bank supervised by the Fed; SR 26-2 governs its models and SR 23-4 its vendor agents.SR 26-2
SR 23-4
NY DFSNew York-chartered bank: Part 500 cybersecurity certification and the DFS frontier-AI letter apply directly.23 NYCRR Part 500
DFS Frontier AI Models Industry Letter (May 2026)
SECBroker-dealer and adviser businesses; SEC exam priorities cover AI in trading, back office and AML.Division of Examinations FY2026 Priorities
FinCENOnboarding agents operate inside the BSA/AML program; the 2026 proposed rule rewards 'effective use of AI' explicitly.2026 AML/CFT Program Proposed Rule
FSBG-SIB; the FSB's third-party practice and frontier-AI warning both bear on the Anthropic dependency.FSB AI sound practices consultation (June 2026)
FSB Chair's letter to G20 (Aug 2026)

What does the public record suggest about Goldman's AI strategy?

Analysis by BankingNewsAI from the sources cited on this page. Observations, not advice.

01

Embedding a vendor's engineers is a third-party-risk event, not only a productivity one

Agents co-built with Anthropic for onboarding and accounting are 'critical activities' under the interagency guidance; the contract, exit plan and model-change controls will matter more than the agents' accuracy.

02

The back office is where the automation lands first

Trade accounting and client onboarding are the two functions named; both are high-frequency, rules-heavy and examinable, which is why they were chosen.

03

Goldman is on both sides of the AI trade

It automates with Anthropic's models, invests in Anthropic's and OpenAI's services ventures, and leads their IPOs. Conflicts and information barriers are a governance topic the firm has already had to address publicly.

04

The reasoning-skills warning is a talent-pipeline signal

A partner saying juniors risk 'cognitive atrophy' is the same concern regulators voice about human oversight — expect apprenticeship models and hiring plans to be discussed alongside AI.

What is Goldman Sachs doing with Anthropic?

In February 2026 Goldman's CIO Marco Argenti told CNBC the bank had spent six months working with embedded Anthropic engineers to co-develop autonomous AI agents in at least two areas: accounting for trades and transactions, and client vetting and onboarding. Goldman confirmed the report. The firm also uses Anthropic's restricted Mythos model for cyber resilience and joined the investor consortium behind Ode with Anthropic in July 2026.

How many Goldman Sachs employees use AI?

All roughly 46,000 employees have had access to the GS AI Assistant since July 2025, and the tool handles more than a million prompts a month. Its 12,000 developers have used GitHub Copilot since 2024.

  1. Goldman Sachs taps Anthropic's Claude to automate accounting, compliance roles
    CNBC · Feb 6, 2026
  2. Goldman Sachs teams up with Anthropic to automate banking tasks with AI agents, CNBC reports
    Reuters · Feb 6, 2026
  3. Goldman Sachs partner warns of 'huge danger' in letting AI replace bankers' reasoning skills
    CNBC · Aug 24, 2026
  4. Goldman Sachs President John Waldron: Our workforce processes will change because of AI
    CNBC · May 12, 2026
  5. Goldman Sachs and JPMorgan Chase are emerging as AI winners
    CNBC · Jul 14, 2026
  6. Goldman Sachs staff now write a million gen AI prompts a month
    American Banker · Jul 25, 2025
  7. Marco Argenti gives Goldman Sachs coders an AI helper
    American Banker · Jun 1, 2026
  8. Goldman president says bank is 'human assembly line' facing automation
    American Banker · May 13, 2026
  9. Goldman equips AI agents to do trade accounting, onboarding
    American Banker · Feb 13, 2026
  10. Goldman leads $110M bet on Taktile's AI software
    American Banker · Jun 29, 2026
  11. BBVA and Goldman Sachs invest in OpenAI's new venture
    American Banker · May 14, 2026
  12. Wells Fargo, Citi and Goldman lead in AI venture investment
    American Banker · Apr 20, 2026
  13. Goldman Is Using Mythos, Working With Anthropic on Cyber Risks
    Bloomberg · Apr 13, 2026
  14. Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI
    Bloomberg · Jun 4, 2026
  15. Anthropic, Blackstone, and Hellman & Friedman Introduce Ode with Anthropic
    Business Wire via FT Markets · Jul 15, 2026
  16. Financial Services Roundup: Market Talk (Solomon shareholder letter)
    The Wall Street Journal · Mar 20, 2026
  17. The Next Five Years of AI (Journal House session with Daniel Marcu)
    The Wall Street Journal · Aug 25, 2025
  18. What to Expect From AI in 2026: Personal Agents, Mega Alliances, and the Gigawatt Ceiling
    Goldman Sachs · Jan 22, 2026

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