StepStone Group- Thu, 04/23/2026 - 18:19

RPM Ep. 57 | Power, planets and the abyss — How AI, space, and the deep sea are shaping private markets

Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.

How energy sources are powering AI (1:57)
The role of private capital (6:19)
Practical bottlenecks around AI growth (8:52)
Remapping of geostrategic value (13:09)
Resources and opportunities in space and the deep sea (15:11)
What’s next (21:55)

Explore the research behind this episode in our recent papers, Power play: Data centers and the AI-energy nexus and Investing beyond boundaries: Space and deep sea.

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Contacts

StepStone Group

StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

W. Casey Gildea
Managing Director casey.gildea@stepstonegroup.com
+1.212.351.6114

277 Park Ave, 45th Floor
New York, NY 10172

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