AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. 

How AI, tariffs, and the energy transition are reshaping infrastructure investing

Learn more about how we cultivate and harness world-class intellectual capital and expertise to solve our clients’ most complex challenges.

What We Do

We harness every resource, insight, relationship, and competitive advantage to drive superior results for our clients.

Serving Clients

Analysis and perspectives on the global economy and markets, from across Goldman Sachs

Insights

Our award-winning podcast features Goldman Sachs leaders on the key issues shaping the global economy.

Exchanges

We aspire to be the world’s most exceptional financial institution.

Our Firm

We help entrepreneurs create jobs and economic opportunity through rigorous business education programs, access to capital, and networking.

10,000 Small Businesses

There are many chapters in a career. There is only one Goldman Sachs.

Careers

<a href="/careers/students/programs-and-internships?0=gscom%253Aprogram-type%252Finternship">Applications are now open for the Goldman Sachs 2026 Summer Internship Program.</a>

2026 Summer Internship Program

"How AI, tariffs, and the energy transition are reshaping infrastructure investing"

"/content/dam/gs/gscom/pdfs/insights/goldman-sachs-exchanges/how-ai-tariffs-and-the-energy-transition-are-reshaping-infrastructure-investing/transcript.pdf"

/pdfs/insights/goldman-sachs-exchanges/how-ai-tariffs-and-the-energy-transition-are-reshaping-infrastructure-investing/transcript.pdf

"AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector.\r\nThis episode was recorded on May 7, 2025.\r\n"

AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector.
This episode was recorded on May 7, 2025.

Accessibility Notice:&nbsp;A&nbsp;<a href="/transcript-requests">transcript is available&nbsp;</a>for any video on this page.