Goldman's Minnis on How AI Is Impacting Private, Public Markets
Speakers
Christina Minnis
— Global Head of Alternative Origination Group, Goldman Sachs
Summary
Goldman Sachs' Christina Minnis discusses the massive capital needed for AI infrastructure, comparing it to the railroad buildout. She says capital markets are deep enough and downplays overbuilding risk, highlighting diligent structuring in both private and public markets.
- AI buildout requires $100 trillion investment by 2040.
- Goldman sees capital markets as deep and supportive.
- Speaker downplays risk of overbuilding in AI infrastructure.
- Diligence in structuring transactions is emphasized.
- Private and public markets both contributing heavily.
- Duration mismatch not a concern for infrastructure investments.
