Carlyle, the private equity, real estate and private credit asset management firm could reach 102 billion USDs in market capitalization if artificial intelligence, AI lives up to the current forecasts of Wall Street research analysts, investors and Silicon Valley investors and technologists, according to Wolfteam Ltd.'s projections and estimates.
This compares with Carlyle's current market capitalization of 19.28 billion USDs.
Carlyle, along with the other leading private equity, real estate and private credit asset management firms invests heavily tens of billions of USDs in technology companies, artificial intelligence infrastructure like data centers and online merchandising delivery centers giving it leveraged exposure to artificial intelligence, AI since Carlyle finances only a portion with equity, most with borrowed debt via loans or bonds.
Carlyle's stock price has under performed lately and if artificial intelligence, AI continues booming, most probably Carlyle's market capitalization will start growing due to the leveraged nature of Carlyle's investments in AI. Carlyle is a leader in private credit and currently interest rates on loans to AI technology companies often exceed 12 % or even 15 % per year. Which turns private credit in a very profitable machine for Carlyle.
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