Goldman Sachs' Miriam Wheeler said investors are focusing on hard assets tied to the AI infrastructure buildout, calling it a "generational opportunity." She said power demand for data centers will double over the next few years, underscoring strong capex demand across AI-related infrastructure. The piece is largely directional commentary, so the likely market impact is limited but constructive for AI infrastructure and power-related themes.
Goldman Sachs' Miriam Wheeler said investors are focusing on hard assets tied to the AI infrastructure buildout, calling it a "generational opportunity." She said power demand for data centers will double over the next few years, underscoring strong capex demand across AI-related infrastructure. The piece is largely directional commentary, so the likely market impact is limited but constructive for AI infrastructure and power-related themes.
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