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Stock impact report

There's an early winner in the race to feed AI's infrastructure demands: Private equity [Yahoo! Finance]

The Carlyle Group Inc. (CG) 
Last the carlyle group inc. earnings: 4/30 06:40 am Check Earnings Report
US:NASDAQ Investor Relations: ir.carlyle.com
Company Research Source: Yahoo! Finance
But in the AI infrastructure sector, which includes the vital data centers and energy projects needed to feed AI's huge appetite for power and information, there's already a winner emerging: private equity. Firms including Blackstone, the Carlyle Group , and KKR have been quietly spending tens of billions of dollars on energy projects and data centers tailored to supply AI developers, and they foresee huge profits once AI creates the demand surge they're expecting. “Even before AI, you've seen an industry that's growing at 20%-plus, annually. AI on top is just another accelerant to that growth,” Blackstone managing director Greg Blank said The data centers that developers use to train large language models behind AI consume huge amounts of energy, and by 2030 they could suck up as much as a quarter of all the power in the U.S. Energy shortages haven't substantively hurt American tech companies' bottom lines yet, but price hikes in other areas of the AI supply chain, such as f Show less Read more
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