Steve Schwarzman predicts that electrical power will be in short supply due to the demands of AI and data centers.

Steve Schwarzman believes the United States and China have made significant progress toward a more functional and balanced relationship on trade issues.

Steve Schwarzman states the U.S. electric grid saw minimal growth for 20 years, but data center demand will now drive electricity demand growth of at least 4-5% annually.

Steve Schwarzman identifies the data center and AI sector, with a specific focus on power infrastructure, as the most compelling current investment area.

Blackstone is the world's largest developer and owner of data centers.