Goldman's Wheeler Sees 'Generational Opportunity' in AI

Miriam Wheeler, the global head of leverage finance at Goldman Sachs, highlighted a significant focus among investors on hard assets tied to the infrastructure development of artificial intelligence, describing it as a 'generational opportunity.' She noted that the power demand for data centers is expected to double in the coming years during an interview with Dani Burger on Bloomberg Open Interest.

This development underscores the growing importance of AI infrastructure investments, indicating a shift in investor priorities towards sectors that support technological advancements, which could lead to substantial financial opportunities for Goldman Sachs and its clients.