Blackstone: Large-scale construction of computing power infrastructure is expected to become a flagship investment theme

Mars Finance News: In its 2026 mid-year investment outlook, Blackstone said that AI remains the decisive force reshaping the investment landscape. Currently, data centers and the power generation sector are undergoing a sustained, multi-year capital expenditure cycle. At the same time, AI’s applications in the real economy are laying the groundwork for productivity gains. The private markets are increasingly well-positioned to fill the funding gap between rising demand and constrained supply. Structural supply shortages in computing power, electricity, and real-world infrastructure are creating a large number of high-quality investment opportunities. In these areas, scale advantages and execution capability are the most critical. (China Finance Network)
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