EQT CEO: SCALE WINS IN AI ERA

Franzen outlined how AI infrastructure investment has become critical for private equity operations. The competitive landscape now favors larger firms with resources to build internal AI capabilities while maintaining external partnerships. EQT is positioning itself to leverage both approaches—developing proprietary expertise while collaborating with external partners to enhance deal sourcing, portfolio management, and operational efficiency. The CEO emphasized that firms unable to scale their AI investments risk falling behind competitors. Success in the emerging landscape requires balancing technological development with domain expertise and strategic flexibility. The shift reflects broader industry trends as generative AI and machine learning tools reshape due diligence, portfolio analytics, and value creation strategies across private markets. Firms that combine internal innovation with external collaboration are better positioned to capitalize on AI's potential.