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2026-07-18 22:36:13
In its mid-2026 investment outlook, Blackstone stated that the large-scale construction of computing infrastructure is likely to become a landmark investment theme. Blackstone believes that AI remains the core decisive factor reshaping the current investment landscape. Currently, the data center and power generation industries are in a multi-year cycle of capital expenditure growth, while the application of AI in the real economy is laying a solid foundation for improving overall societal productivity. The advantages of the private equity market are becoming increasingly apparent, effectively filling the funding gap between continuously rising demand and limited supply. The structural supply shortages in computing power, electricity, and physical infrastructure sectors have created numerous high-quality investment opportunities. In these sectors, the scale advantage and project execution capabilities of companies are the most crucial competitive factors.
