AI Bubble Confidence, Data Center Investments
Update: 2025-12-12
Description
Top private investors, including Blackstone, Ares, and Blue Owl, express confidence in their data center investments, citing strong performance and increased revenue forecasts. They believe in the transformative power of AI and are actively seeking ways to invest while managing risk. However, they acknowledge the challenge of lease renewals far into the future, given the uncertainty in long-term energy usage and demand forecasting. To mitigate this risk, investors are focusing on long-term leases with stable companies like Microsoft, Meta, Google, and Apple.
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