Bloomberg Surveillance · Wednesday, September 16, 2026
Jim Zauter of Apollo Global Management highlights the unprecedented scale of the AI infrastructure build-out, presenting an enormous opportunity for private capital financing. He notes that this boom requires all forms of capital, including equity and debt, from various sources to meet the demand.
“The sheer size of the AI infrastructure build-out is unprecedented. We see an enormous opportunity for private capital to finance a portion of this, along with public capital.”
“It's going to take any and all precincts, equity, public equity, private equity, private capital, investment grade debt, and everything else in between.”