Bloomberg Markets EN

Data Center Deals to Top $100B: EQT's Vesely

Jan Vesely, partner at global private equity firm EQT, talks with Bloomberg's Dani Burger on "Bloomberg Deals". They discuss AI infrastructure as demand is forecast to require more than $3 trillion in data center investment, including related power supplies, according to estimates from Morgan Stanley and Moody’s Ratings. (Source: Bloomberg)

Feb 25, 2026 &02562525202628; 20:56 UTC feeds.bloomberg.com Trending 4/5

Read original on feeds.bloomberg.com ↗

↗

Positive for markets

Sentiment score: +80/100

High impact Medium-term (weeks)

WHAT THIS MEANS

Jan Vesely di EQT stima che gli investimenti in data center potrebbero superare i 100 miliardi di dollari, in seguito a una richiesta di investimenti di oltre 3 trilioni di dollari per infrastrutture AI.

AI CONFIDENCE

85% Very high

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

↑

EQTA.ST

EQTA.STStock

Expected to rise

Investimenti in data center e infrastrutture AI

PRICE HISTORY

Loading chart...

⚡ SUGGESTED ACTION

Investire in società di infrastrutture e tecnologia legate ai data center e all'AI, con un orizzonte temporale di medio termine.

KEY SIGNALS

crescita dei datiinvestimenti in AI

SECTORS INVOLVED

TECHNOLOGYINFRASTRUTTURE

Analysis generated on Feb 26, 2026 at 05:25 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Bloomberg Markets. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Data Center Deals to Top $100B: EQT's Vesely

RELATED INTELLIGENCE