Category Archives: Artificial Intelligence
Bridgewater CIOs Warn: AI Spending Is Reshaping Global Markets—and Redefining Capital Cycles:
(HedgeCo.Net) The global investment landscape is being quietly—but fundamentally—rewired by an unprecedented surge in artificial intelligence spending, according to top executives at Bridgewater Associates, the world’s largest hedge fund. In a new outlook that has quickly become one of the most […]
“AI as a Capital Cycle” Reshapes Deal Flow:
(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 […]
Brookfield’s Power Thesis Goes Mainstream:
(HedgeCo.Net). In 2026, “real assets” isn’t just about owning buildings, roads, and pipelines. It’s about owning the infrastructure that powers a digitizing economy. Brookfield has been explicit: rising electricity demand, AI adoption, and supply-chain reorientation are driving a multi-decade investment […]
Brookfield’s AI Infrastructure Blitz Expands — Now It Wants to Be the Cloud Landlord, Too
(HedgeCo.Net) If 2024–2025 was the era of “AI everything,” 2026 is shaping up as the year the largest real-asset platforms try to own the pipes and power behind it. Brookfield’s newest move—reported plans to start a cloud business called Radiant—signals a […]