Jan Vesely, partner at global private equity firm EQT, told Bloomberg that data center deals will surpass $100 billion as AI infrastructure demand surges. Speaking on Bloomberg Markets' "Bloomberg Deals" with Dani Burger, Vesely highlighted that Morgan Stanley and Moody's Ratings estimate more than $3 trillion in data center investment will be required.

This massive spending includes not just data centers themselves but also the power infrastructure needed to support them. The forecast reflects the explosive growth in AI applications and cloud computing, which are straining existing data center capacity globally. Vesely's comments underscore how private equity firms are positioning themselves to capitalize on this infrastructure boom.

The scale of investment signals a fundamental shift in how tech companies and investors view data infrastructure. As AI models become more complex and data-intensive, the demand for specialized facilities with robust power supplies continues to accelerate. This trend is reshaping the technology landscape and creating new opportunities for infrastructure investors.