• 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…

GS: Artificial intelligence has continued to develop rapidly, and like prior technological revolutions, we believe it has the potential to both displace and create jobs. For instance, ecommerce disrupted brick and mortar retail but also fueled growth in transportation and warehousing sectors as demand for cheaper goods and quicker delivery increased alongside internet adoption. Similarly, we expect AI to not only…