

Hyperscalers and data center developers are fueling an unprecedented infrastructure buildout at a global scale—rewiring how capital flows into the AI ecosystem across land, power, data centers, and compute. Innovative financial solutions that open the door for diverse pockets of capital to participate are needed to unlock this new era and accelerate growth.
The pace of AI transformation is creating new questions and obstacles. How will developers continue recyling capital to meet unprecedented demand? With compute equipment costing 3-4x more than physical data centers*, how are AI labs and neoclouds sourcing chips to remain competitive? These dynamics require innovative financing solutions capable of addressing the nuances of an increasingly complex ecosystem.
AI infrastructure is currently funded in parts by disparate investors, but bespoke capital solutions can enable underinvested pools of capital to engage across the AI value chain—a trend that is already driving record activity amongst asset managers.


As AI continues advancing at breakneck speed, the efficient sourcing, deploying, and recycling of capital is vital. Capital markets are innovating in parallel to help build the AI factories of tomorrow.

* Source: Corporate reports, 650 Group, Mercury Research, Yale, FactSet and NSR estimates and analysis
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