Goldman Sachs
June 9, 2026
Research Unplugged Funding AI Infrastructure
Macro ThematicPrivate MarketsReal EstateUtilitiesIndustrials
This report explores the massive infrastructure investment required to support AI development, focusing on power demand, data center construction, and the evolving role of alternative asset managers in funding these needs.
Key Takeaways
- 1.AI is driving a significant surge in infrastructure investment requirements, spanning data centers and power grid capacity.
- 2.Alternative asset managers are increasingly positioned as vital players in the funding landscape for large-scale AI infrastructure projects.
Table of Contents
- Speakers
- Moderator
- Topics
- Related Research
- Related Podcasts
- Global Market Intelligence
- Resource Corner
- Disclosure Appendix
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Authors
Amanda LynamAlexander BlosteinAdam Bubes, CFACarly Davenport
Themes
Artificial IntelligenceInfrastructureGreen Capex
Regions
GlobalUnited States