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Projected AI Infrastructure Spending
Estimated capital expenditure required for data centers over the next 5 years.
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Apollo's Jim Zelter on AI Disruption and the Future of Private Credit
Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he’s seeing investment opportunities around the world. Subscribe: Spotify, Apple, YouTube. This episode was recorded on March 11, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party.
Apollo Expands AI Chip And Aviation Bets While Shares Trade At Discount
These moves expand Apollo's reach into both AI chip technology and aviation leasing, adding new angles to its alternative asset focus. At a share price of $104.28, Apollo Global Management gives ...
Apollo Global Management (APO) 10K Form and Latest SEC Filings 2026
MarketBeat offers Apollo Global Management's complete SEC filing history through 2026 — including 10-K annual reports, 10-Q quarterly filings, and 8-K current reports for NYSE:APO. Filter by form type and access 5+ years of filings.
Apollo Global Management (APO) Stock Price & Overview
Apollo's Zelter Says Private Credit Concerns Are Just Growing Pains Jim Zelter, president at Apollo Global Management, offers a defense of private credit and says investors are missing the plot on the public/private convergence. -------- More on Bloomberg Television a...
