Sector Investment 24-Hour Briefing
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Last updated: March 13, 2026, 10:33 AM ET
Infrastructure & Real Estate
OpenAI CEO Sam Altman warned of near-term power constraints for AI data centers, stating he is "hoping for a miracle" to secure sufficient energy generation in the immediate term despite long-term confidence. Meanwhile, PIMCO Prime is targeting Europe's real estate credit sector for 2026 opportunities, with chief François Trausch citing a fast-evolving market landscape, though he notes competition is becoming increasingly fierce for attractive deals.