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Karen Fang

Bank of America (global head of infrastructure and sustainable finance)
First call on the ledger

No calls filed yet. Quotes in curly quotation marks are verbatim; everything else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.

Where they stand

Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.

BullPrivate Credit 2026-08-12
Karen Fang (Bank of America) tells Bloomberg the US needs trillions of dollars of critical infrastructure investment, far more than BofA's $250 billion 18-month initiative.
Well, I think we need trillions of dollars for our nation's critical infrastructure development
Karen Fang · Bank of America (global head of infrastructure and sustainable finance) · https://www.youtube.com/watch?v=NJVHOQKTlDo @34:12 ↗
NeutralPrivate Credit 2026-08-12
Karen Fang (Bank of America) tells Bloomberg that power generation is the number-one constraint on building out AI compute and data centers.
power and power development in particular, that is the number one constraint right now for compute power
Karen Fang · Bank of America (global head of infrastructure and sustainable finance) · https://www.youtube.com/watch?v=NJVHOQKTlDo @34:31 ↗
NeutralPrivate Credit 2026-08-12
Karen Fang (Bank of America) tells Bloomberg that about 90% of new electricity added to the US grid has been renewables and storage because they are cheap and fast to build, while gas and firm nuclear/geothermal are still needed.
we actually have seen 90 percent of the new electrons added to the United States power grid being renewable energy and storage.
Karen Fang · Bank of America (global head of infrastructure and sustainable finance) · https://www.youtube.com/watch?v=NJVHOQKTlDo @34:56 ↗
BullPrivate Credit leaning · 2026-08-12
Karen Fang (Bank of America) tells Bloomberg she is pretty confident BofA will deploy its $250 billion infrastructure commitment within the 18-month window, framed as a stretch goal to be revised upward.
So in a year when we reveal our 18-month results, we're pretty confident we can accomplish this
Karen Fang · Bank of America (global head of infrastructure and sustainable finance) · https://www.youtube.com/watch?v=NJVHOQKTlDo @36:02 ↗

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