Markets Shrug Off Geopolitics As AI, Data Centres & Power Grids Fuel A New Growth Cycle: Blackstone

Описание: Even as global headlines remain dominated by geopolitical flashpoints, financial markets are choosing to look past the noise, driven instead by a powerful cocktail of artificial intelligence-led investment, massive data centre expansion and an emerging boom in electricity infrastructure. That was the clear message from Stephen Schwarzman, Chairman and CEO of Blackstone.


Speaking to CNBC-TV18 at the World Economic Forum 2026 in Davos, Schwarzman said conversations in Davos so far suggest that global investors are far more focused on structural economic forces than unresolved geopolitical risks ranging from West Asia to Latin America and even Greenland. “There are more questions than answers,” he said, noting that while geopolitical developments are moving rapidly, they have had “surprisingly” little impact on markets.

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