Ares Co‑President Predicts Surge in AI Data Center Construction

Bullish Gator

Ares co‑president Blair Jacobson discusses rapid AI data center buildout and implications for the private credit market at IPEM 2026 in Paris.

Editorial companion

What stands out

Ares’s co‑president comments on AI data‑centre builds and private‑credit demand — direct color on businesses that drive ARES’s private markets revenue. That perspective is timely given a Bullish fundamental read paired with recent price weakness.