Bloomberg直播复述Brookfield、NVIDIA、NAVER、NextEra等AI基础设施旧合作，未披露新增订单或指引

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-08-05 22:30–23:00(Asia/Shanghai),共 183 段
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[22:30] Second quarter bringing the year to date total to $98 billion the firm notched itsly highest yearly fundraising hall.
[22:30] Back in 2024 at0th.
[22:30] That is he confident that they can beat that figure this year extremely confident I think the line we used last.
[22:30] erWe expect this year to be a record year.
[22:30] Earnings are earnings, fee related earnings.
[22:30] We're up 20% our fee bearing capital was up 19%, all of this just highlighting the momentum we continue to see in the.
[22:30] We like to build and own the critical assets that make up the backbone of the global economy.
[22:30] It's perhaps the greatest build environment in history and the capital needs and demands for the real assets.
[22:31] Focus on they' at levels today that we've never seen before, and we don't see that momentum slowing down.
[22:31] Exactly is the demand and how bifurcate it is that I just see within here some of the fundraising teams that come from the insurance units acquisition of just Group.
[22:31] You talk about the infrastructure build out that you're pursuing, is it even across the board the demand that you're seeing the cash that you're bringing in or is it maybe more?
[22:31] to the sort of infrastructure AI type plays that you're pursuing So let's take that in two parts.
[22:31] The capital coming from, we're very fortunate that we've built a business that can raise capital from all the Lord.
[22:31] Just pools of money around the world and turn around and deploy that capital into the biggest investment themes.
[22:31] Where is the majority of the capital coming from today, It's still from institutional investors, but we are seeing very large.
[22:32] And growing amounts of capital from insurance, from private wealth as well, but then where are we putting that?
[22:32] neyTo work without a doubt, the biggest theme around the world that we are seeing today is the investment in energy and infrastructure and.
[22:32] A lot of that is going into digital infrastructure, we are really seeing diversified demand across the entire.
[22:32] Industry okay, that's interesting because I wonder, and a lot of your peers are sort of pursuing the same project of this AI infrastructure.
[22:32] Build out whether it be the data centers or energy, how do you evaluate concentration risk is there a threshold where too many separate strategies?
[22:32] Start to ride one theme in that being the AI ecosystem, maybe taking a step back.
[22:32] It's important to recognize that, we were investing in clean energy and renewables.
[22:32] 30 years ago before people called it renewables, we've been investing in real estate and energy supply and data.
[22:33] entersFor decades, long before, people called it AI infrastructure. And while it is exciting.
[22:33] Because it is one of the largest and fastest growing themes around the world, it's important to recognize that the approach we take.
[22:33] In investing and building AI infrastructure is no different to every other type of infrastructure we invest.
[22:33] And investing in a physical toll road or pipeline or a processing facility is no different than investing in a digital.
[22:33] Toll road or pipeline or processing facility, and therefore we're using the same discipline investing in the best assets.
[22:33] And the best markets with the best contracts and the best corporate credit counterparties, the only thing that.
[22:33] Different today is the supply demand imbalance for AI infrastructure is so incredibly in favor.
[22:34] The need from the largest sovereigns and the best corporates around the world for AI and compute capacity.
[22:34] Well, they want to spend the hyperscalers alone, $750 billion Connor, is that something you know this world well, is that something they can even achieve?
[22:34] Just given the bottlenecks that you're laying out, they can achieve it, but the point you are highlighting is perhaps the.
[22:34] Right one in that the bottleneck here is not demand and it's not capital the bottleneck is.
[22:34] Credible operators who can pull these very large projects out of the ground on time.
[22:34] And on budget, and this is where we are really seeing the market increasingly favorable to not just those.
[22:34] have capital, but those that have capital and operating capabilities at scale and these projects are.
[22:34] So significant that they're often done in partnerships between very large businesses across different.
[22:35] Components of the value chain, we're seeing this around the world, we just partnered in South Korea with neighbor.
[22:35] And NviIDdia, we just partnered in Kentucky and Paucka with Next Sta and the Department of Energy.
[22:35] We feel very fortunate that we're extremely well placed at the epicenter of some of these very large projects that have very.
[22:35] Attractive investment returns on that next era one, just using that as an example, a really large deal,$100 billion dollars you mentioned both with them and.
[22:35] With the government connor, is it no coincidence that that took place on federal land, how much are you thinking about some of these locals?
[22:35] Pushing back, whether it be new york City, putting a memorandum, and New york is a state, rather memorandum on data centers,I that front of mind?
[22:35] For you, could that become a larger issue, the demand that we are seeing is overwhelming.
[22:36] It is not going to come from every location and every counterparty and every asset class around the world.
[22:36] ButThere is certainly more demand than there is supply, so are certain regions, I'm not here to question.
[22:36] motives arere certain regions going to self select out of this build. They may choose to do that. Does that mean that the.
[22:36] Apply demand is not infable of those that can produce and pull these projects out of the ground, absolutelyolutely not.
[22:36] supply demand imbalance that it is very difficult to see it.
[22:36] Favorable of builders and investors into these projects through the end of this decade and beyond of finding cr.
[22:36] perBecause it's a lot of money to be put to work. And I understand you're probably not steeped in the day to day. But when it comes to energy, there has been questions around gold.
[22:36] In PeaksIn Europepe, they borrow $1.6 billion, including $280 million from brfield to build solar farms across Eastern Europe.
[22:37] Their cash reserves vanished down to something like $1 million, Conor do you have any understanding of what exactly went wrong there?
[22:37] This is a normal course part of our business, was part of.
[22:37] Infrastructure lending strategy, we lent, we had great creditor protections in our loan, unfortunately.
[22:37] Business plan didn't pay out for the previous owners of that business, so no different than we've done in other situations, we'll step in and.
[22:37] Bring our operating capabilities to bear to finish those projects and deliver the value that they originally intend.
[22:37] And this is unlike what we're seeing when we buy new platforms around the world and we continue to invest in.
[22:37] ProjectsOur ability is not just the ability to bring capital, but by integrating those projects into our broader pipe.
[22:38] We can drive operating improvement, we can drive efficiencies, we can accelerate growth and use that to enhance the value.
[22:38] That was Brookookfield Asset management CEO Connor Teske speaking with me following the firm's earnings report, you can listen to that whole interview on Bloomberg..
[22:38] M, I think it's just interesting to emphasize the winners and losers from AI.Clearly a lot of the private markets companies are doing really well.
[22:38] They're in the infrastructure trade, but in public markets, there's been a clear differentiation, and I do just want to revisit the Citadel story, which we've been discussing.
[22:38] And to make sure that we get these numbers right and emphasize them so their flagship fund surged 5.9% in july.
[22:38] That.
[22:39] Only % I mean, look this market is hard enough to maybe within the AI trade, you've been speaking to that, which I think is really interesting, not everything.
[22:39] But when a fund sells off all of its position everything gets slammed it's how fire sale works we also have the calendar issue.
[22:40] And Mike, let's get an arbitrary check on where we are in markets 10, 39 a about an hour into your trading day and we are looking at the NASa.
[22:40] now falling it's down point05% of that, I mean, it's barely false.
[22:40] To sell off with some other earnings.
[22:40] Not a lot of movement, but tenure yields now moving higher up by about one basis point brent crude falls to just under 7.
[22:40] Sharess of eli lily we're seeing shares higher after strong demand for its weight loss and diabetes drugs has the company raising its sales outlook for next year.
[22:40] Shars up about 4% now remember when novo norris was leading this race eli lily has clearly pulled ahead and sticking with health care.
[22:41] Moving over to cbsS heading for its worst day since january stock seeing some pressure down about 6% we've got investors are.
[22:41] Looking past another strong quarter from etna and they're focused on weaker profit outlook for next year, the company also says that caremark pharmacy.
[22:41] It's mail in business it's expected to lose members and finally one more name in the red Uber lower by 5.8.
[22:41] P this comes after a forecast that came in line with expectations, but investors were looking for more the company also says it had seemed tougher.
[22:41] Competition in Brazilil, which is one of its key markets, while wall street is really trying to figure out what the rise of robo taxis means for uber's long term growth.
[22:41] Not sure how I feel about roboaxs but I guess that's what investors are looking for, don't miss our interview with the CEO of Uber on Bloomberg tech at 11A.
[22:41] New York Time, those are your morning movers, dan norra, thank you very much coming up on this show Carlissle launches its best earnings in four years.
[22:42] Thanks to PE Exs, we're going to speak with the company, CEO, CFO, rather that's coming up next this is Bloomberg Open Inter.
[22:42] Das CFOs are reshaping the C suite Bberg's chief future officer shines a spotlight.
[22:43] On these dynamic leaders, what's the skill set that you would advise every aspiring CFO to develop psychology?
[22:43] Skills are important obviously, you need to like the numbers if you don't like numbers, then don't go into finance, you know, it's sort of like a recipe for disasters.
[22:43] Like numbers not only for the CFO, but also the company's management, that's a communication and the collaboration.
[22:43] I spent a lot of time figuring out how to take the complex and make it simple and then finding a way to be able to communicate that.
[22:43] Both internally and externally, I think it's relationships, whether it's working with investors, bankers, with the senior management team, with the board.
[22:43] Having your head down is one thing as a finance person, but keeping your ears open is super important as well, and I think that all of that is what kind of,
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[22:45] That is what we try to do every morning, this is Bberg surveillance.
[22:45] Carlisle posting its highest quarterly earnings in almost four years boosted by private equity bets.
[22:45] Pivate equity exit assets under management rose more than 4% from a year ago to $485 billion and now carlile has.
[22:45] This quarter with a record $97 billion available to invest joining us now with a bloomberg exclusive is justin pluff.
[22:45] Carlile's chief financial officer justin, thank you so much for joining us good to see you having me look a stellar quarter for exits a lot of realizations.
[22:46] Conversation for this industry, especially private equity had been, it's gummed up, there's a dam that needs to break has the dam broke or is this just.
[22:46] Carlisle doing a good job of selling well look, we've been exiting at a very good rate for more than a year now and our exits have been really broad based.
[22:46] It's in the quarter from Japan, from Europe technology, from US real estate, and our U. buyout team distributed.
[22:46] 23% of fair market value over the last 12 months. that's twice the industry average. So for us, it's more of the same.
[22:46] Marts are open. It's a good environment and we're finding great opportunities to exit and to invest. Can I ask how those exits are happening Because again, part of the narrative had been.
[22:46] There's a disconnect between buyers and sellers does that mean when you exit you're having to take down valuations or is it just the best stuff that you're selling suit you?
[22:46] Can sell it at a better valuation it' certainly not that I think we're finding buyers both in the M market. we've also had various success.
[22:46] IPOsIn the past year. So we're really taking all opportunities to realize investments when we think it's the right.
[22:47] Time for to maximize value for the investors and again, it's been global, we've had these exits all over the world across many different industries.
[22:47] So it's not just one place that is open for exits. Really, the market is open if you have good companies and you know how to.
[22:47] The right buyer speaking of the right timing, we've got this little war going on and now you have introduced a defense platform.
[22:47] Yeah we've been investing in aerospace and defense for our entire history almost 40 years, we now do have a specific platform.
[22:47] Aimed at defense and reindustrialization. And this quarter, we actually did our first deal out of that platform, a company called sectarian Systems which.
[22:47] Provides encryption to governments and to government contractors so they can send classified information securely. but this is a long.
[22:47] Term focus for us, the focus on national security on data infrastructure, we' see an enormous amount of opportunity here.
[22:48] We think there'll be a lot of demand for that type of strategy Justin thinking about that platform, some of the big exits you had Medline, a healthcare company.
[22:48] These aren't exactly like high flying AI names is that a coincidence or is that a specific choice that you're making not really cheap?
[22:48] After the aI trade else when we invest in carlile, the core ten is diversification we've always been diversified across many.
[22:48] Different industries, our power alleys, our aerospace and defense, healthcare care.
[22:48] AndAI is a technology. It's not just about pure play. AI. AI is going to revolutionize every industry look.
[22:48] Historically at technological revolution.
[22:48] Their specific company and then jumps to become a market leader because of that. So we're implementing AI.
[22:49] AI is a big theme, we're just not focused on only pure play AI, we're focused on many different industries.
[22:49] So that this industry and I guess may be safe for carlisle if you're not doing it is getting overly concentrated in AI.
[22:49] Capital demand for AI and clearly the hyperscalers have put massive amounts of capital there They're now coming to the private markets.
[22:49] To get more capital, but for us as a private markets investment firm, that's an opportunity. They need our capital. We can be very selective.
[22:49] We put our capital, so is there a risk, there's always a risk, but AI also is going to be transformative and we're very front footed about employing it.
[22:49] You've talked about credit and alternative strategies being strong for you in the quarter, and there have been questions about the private credit market certainly.
[22:49] How are you navigating that Yeah, so I invested in credit for almost 20 years of my career before I became CFO.
[22:49] And I can tell you in our portfolio, our companies are strong, we're not seeing increases in default rates that you might expect.
[22:50] anagement teamss really able to navigate this environment and it is a tricky environment, especially from a geopolitical standpoint.
[22:50] Ptlios look very, very good, and ultimately, I think this narrative around private credit, the one thing that will solve it is performance.
[22:50] If our funds and the industry continue to perform well as it has in the past, then I think investors will come back and see that it has a place in a well diverse.
[22:50] We are, though, starting to see more broadly public markets to spread start to widen to be fair a lot about is concentrated in tech but it does seem like.
[22:50] is somewhat concerned about some.
[22:51] For the first time, it basically so many defaults, these companies won't be able to.
[22:51] Able to handle different types of situations we managed through all sorts of environments economically, I think the market will remain.
[22:51] And relatively strong, even if that.
[22:52] TheMarts are now so large not just the U.. economy, but the global.
[22:52] And I have to say maybe kind of the knock people would say on Carlisle, the reason maybe you're not participating in AI as much is because you're not one of these like thehemoth platforms.
[22:52] Have this insane amount of capital to invest. I wonder if you would want to grow and if you would want to do it inorganically specifically because I'm assuming.
[22:52] It is nice to grow regardless not, but would you ever look at inorganic growth, would you ever look at m&A to get bigger in general we always look at opportunity.
[22:52] But inorganic growth is difficult. A lot of things have to work, right, The businesses have to work together. The people have to work together.
[22:53] Right now, we put out a plan in February that was 100% organic, we feel great about that plan, I think our shareholders feel great.
[22:53] About that plan so we don't need inorganic growth to achieve our goals if something comes along that really is a good fit. of course, we'll look that.
[22:53] Though it be bigger to start competing with some more the infrastructure deals that are going on well we're pretty big already.
[22:53] To be very clear, you are one of the big players, but you're not like an Apollo within a scene in your back pocket Apoll has a very different.
[22:53] model they merge with an insurance company. They have a large balance sheet. We have intentionally been a balance sheet light and for our entire history.
[22:53] We've been a firm focused on investments and investment returns and we're going to stay that way in a fantastic quarter thank you so much justin for joining us.
[22:53] I appreciateate your time, Justin Cluff of Carlisle, you're watching open Inter.
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[22:55] On look, as I told you, I interact a lot with Americans and Chinese players and we see a Trump fighting for their companies.
[22:55] You see the Chinese fighting for their companies all the time here in Europe. I feel I'm fighting against the European regulators. Not that they are fighting for us.
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[22:55] A check on your mark.
[22:56] As we head to the end of the hour, we are still rallying, but tech now struggling to catch a bit down 110 of 1% in the S&Ps.
[22:56] Overall gains are also starting to peter out only up two tenths of 1% Philadelphiaphia semiconductor index that's now dragging down.
[22:56] Things at one and a third of a percent drop as some again, those high flying semiconductors, which had rebounded start to.
[22:56] FirstB crew at $78 a barrel 93 cash me at bloomomberg deals today, 12 pm New york Time starboard value CEO jessmith will be joined.
[22:56] Meet for an exclusive interview tomorrow on open Inter, Mike is back and we'll speak to Krispy Kreme.
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[22:58] rsGreat scoop on this you've been reporting about an activist investor coming up and trying to shake things up what's the latest.
[22:58] 🎼going to at questionverence of technology and national security is a country the.
[22:58] That's an economy as big as the this is a really interesting space to watch we're expecting more consolidation as this is Bloberg.
[22:58] 🎼loI want to talk about the broader deal in M& environment This is a moment in time. We'll see how long we're here far.
[22:58] There is an under investmentment in what's going on in private markets because everyone's looking for additional AI.
[22:58] Cloud capacity and it's very tough to build everybody wants to get things going and the IPO market is just one symptom of it is.
[22:59] Ind of what we're going to see in the market go to scarlet, who's taking a closer look at drone companies with ongoing conflicts in the Middle East and Ukraine.
[22:59] There's renewed investor appetite for new names in the space Excel reporting I'm Danny Bger and this is Bloomberg deals.
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