Private Capital to Fund AI Data Center Expansion

By EC Assets · Published 3 June 2026

Goldman Sachs reports that private infrastructure and real estate capital will increase its role in financing the boom in artificial intelligence data centers. The firm indicates that this development is crucial amidst a significant expansion of AI infrastructure. This expansion includes substantial investments from major technological companies. Alphabet announced an $80 billion equity raise to fund its artificial intelligence infrastructure expansion. This raise includes a $30 billion public offering. SoftBank, a Japanese company, plans to invest $75 billion into constructing data centers in northern France. OpenAI, led by CEO Sam Altman, anticipates $20 billion in annual revenue and intends to spend $1.4 trillion on data centers over the next eight years. Goldman Sachs has questioned if the "overhyped" AI processing will justify the massive investments, noting AI is currently too expensive and unreliable. Moody's observes that defaults are concentrated in AI capital expenditure loans, data centers, and chip production. These defaults are currently 15% and climbing. The push for expanding data centers has been aggressive over the last 1.5 to 2 years. The race to develop AI infrastructure has initiated one of the largest financing booms. Real estate agreements are important for data centers. Goldman Sachs projects a $500 price target for Dell Technologies Inc. enterprise IT spending as a key growth driver. Upcoming financial disclosures from companies involved in AI infrastructure development will provide further insights into the sector's financial health and investment strategies. This article is intended for informational purposes only. It does not constitute investment advice.