The bottleneck in the artificial intelligence (AI) buildout is neither capital nor demand, but rather the operational capability to develop land, secure a grid connection, and build the power supply, says Brookfield Asset Management CEO Connor Teskey on Goldman Sachs Exchanges: Great Investors. Indeed, one market misconception is that demand for data centers is somehow “fragile,” he says in this conversation with Alison Mass, chairman of Investment Banking in Goldman Sachs Global Banking & Markets. Teskey also shares his perspective on long-term investing, Brookfield's approach to building businesses, and the evolution of its private credit platform. This episode was recorded on September 16, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment, legal, or tax advice, a recommendation from any Goldman Sachs entity to take any particular action or be used as a basis for any other investment decision, or an offer or solicitation to purchase or sell any securities or financial products. Any forward-looking statements, case studies, computations or examples set forth herein are for illustrative purposes only. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any sponsorship, affiliation, endorsement, ownership or license rights between any such company and Goldman Sachs. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
