GS: Private Markets Are Expected to Have a Growing Role in Data Center Financing | Jun 12, 2026
- 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....more
References
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