STARWOOD CEO EYES AI, DATA CENTER BETS

Sternlicht discussed how Starwood is positioning itself within the growing AI and data center sectors, areas seeing increased capital deployment across the investment landscape. The timing aligns with broader momentum in chip and infrastructure plays. Arm Holdings reported strong demand for its data center chips, with the company lifting its forecast after the push into infrastructure gained traction. The semiconductor firm's positive outlook signals investor confidence in the data center buildout needed to support AI workloads. Starwood's focus reflects a wider trend among major capital allocators moving into hardware and infrastructure to support artificial intelligence development. Data centers remain a critical bottleneck as companies race to build AI capabilities, making the sector an attractive target for institutional investors with deep pockets and long time horizons.