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Hedge Fund Private Equity Real Estate

“AI as a Capital Cycle” Reshapes Deal Flow:

hedgeco

5 months ago

2,032 views

(HedgeCo.Net) AI isn’t just a tech story at the largest alternative firms—it’s a capex-and-credit story, a data-center story, an infrastructure story, and a deal-structure story. The biggest managers are now framing AI as a multi-year investment cycle that affects everything from power and real estate to corporate credit supply/demand. Blackstone’s 2026 perspectives explicitly elevate AI as a key factor shaping markets. Apollo’s 2026 credit outlook similarly emphasizes how AI capex and a returni...

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