Published on May 28, 2026
Miriam Wheeler, Goldman Sachs’ global head of leveraged finance, highlights a growing trend among investors. They are increasingly turning their attention to hard assets related to the burgeoning infrastructure needs of artificial intelligence. This marks a significant pivot in investment strategy.
Wheeler notes that the demand for power to support data centers is projected to double within a few years. This surge in energy requirements reflects the rapid growth of AI technologies and their integration into various sectors. The infrastructure buildout required to support this expansion presents a vital investment opportunity.
In her recent interview with Dani Burger on Bloomberg Open Interest, Wheeler characterized this moment as a “generational opportunity.” She emphasized the need for investors to reconsider their portfolios in light of these changing dynamics. This shift indicates a broader recognition of the importance of AI in the economic landscape.
The implications of Wheeler’s insights are profound. As infrastructure projects ramp up, companies that specialize in these sectors could experience significant growth. Investors equipped to navigate this shift may find themselves at the forefront of a transformative era in technology and finance.
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