From Blackstone to Blue Owl, here's how the biggest investors are chasing a $900 billion data center opportunity

"There's a potential $900 billion opportunity for third-party data center investors, says Ares exec."

"AI bets were a theme of this year's earnings season across private equity and credit."

"What drives data center investments? What are hyperscalers in digital infra? How do AI investments impact returns?"

AI bets are a major theme across private equity and credit earnings. Ares executives cite a potential $900 billion opportunity for third-party data center investors. Data center investment drivers include growing compute demand and the need for digital infrastructure capacity. Hyperscalers are large cloud and digital infrastructure providers that operate at massive scale and shape demand for data center capacity. AI investments can affect returns by increasing utilization, supporting longer-term demand for infrastructure, and changing risk and capital allocation across private investment strategies.

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