Investment Chiefs Split on AI Data Center Boom as Valuations and Risks Soar

Investment chiefs at a major gathering for alternative investment firms this week expressed sharply divided views on the artificial intelligence data center buildout—with some calling it a once-in-a-generation opportunity and others warning the sector could face a severe downturn. The debate reflects deepening uncertainty across the institutional investment community about whether the scale, speed, and financing model of the global AI infrastructure push is sustainable or unsustainable.