Goldman Sachs expands infrastructure financing to capitalize on AI boom - WSJ

Published 17/10/2025, 15:40
© Reuters.

Investing.com -- Goldman Sachs is forming a new team within its global banking and markets division to expand its infrastructure financing operations, aiming to capture a larger share of the artificial intelligence boom.

The Wall Street giant’s new team will focus on global infrastructure financing through both direct lending and by connecting investors with debt opportunities in the sector, according to the Wall Street Journal, sources familiar with the matter.

This strategic move is driven by the surge in multibillion-dollar deals related to AI data centers, their substantial power requirements, and the processing units essential for AI development.

Beyond AI infrastructure, the team will also target traditional infrastructure projects including toll roads and airports in both developed and emerging markets.

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