In its 2026 mid-year investment outlook, Blackstone points out that AI is still a decisive force in reshaping the investment landscape. Currently, the data center and power generation sector is going through a capital expenditure cycle that lasts for many years. At the same time, the application of AI in the real economy has also laid the foundation for improving productivity. The private equity market is increasingly advantageous and can fill the funding gap between rising demand and limited supply. Structural supply shortages in computing power, electricity, and physical infrastructure have spawned a large number of high-quality investment opportunities. In these areas, the advantage of scale and ability to execute are paramount.

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