Technology and Innovation Community

Latest piece from the Team @ $GS below:

Private Markets and Data Center Financing

Key details:

• The depth and breadth of private market financing will be increasingly important in the AI buildout as hyperscalers are expected to spend $5.3 trillion on AI and data centers by 2030.
• Infrastructure funds raised a record $221 billion last year, and their growth may accelerate, potentially reaching $3 trillion in assets by 2030, according to Goldman Sachs Research.
• Hyperscalers will need financing from across markets, structures, and currencies as they potentially bump up against saturation considerations in liquid credit markets and issuer concentration constraints.
• Infrastructure funds had more than $1.7 trillion in assets and $400 billion of dry powder as of September 2025, and they are fundraising at a faster pace than a few years ago.

#AI #PrivateLending #innovationcommunity

- Todor

Thank you Todor!

Very timely and interesting. Shared this on our CFA UK private markets community's platform too this morning.

https://connect.cfauk.org/discussion/private-markets-and-data-centers-financing