June 3 (Reuters) - Private infrastructure ⁠and real estate capital are expected to play a ⁠larger role in financing the AI-driven data-center boom, as companies ‌move beyond traditional forms of funding, Goldman Sachs said in a note on Tuesday.

• Goldman increased its combined capex forecast for the four largest hyperscalers - Meta, ​Microsoft, Amazon, and Alphabet - to $5.3 trillion between ⁠fiscal years 2025 and 2030.

• ⁠Prior to the start of first-quarter earnings, the Wall Street brokerage ⁠forecast ‌capex at $4.5 trillion for the same period.

• Goldman expects companies will tap into public, securitized and private markets ⁠to attain the scale and scope of this funding ​need.

• "Private infrastructure and ‌real estate will play an even larger role in ⁠the years ahead," ​Goldman said.

• The boundaries between private infrastructure and real estate are blurring as data center projects extend into different categories such as land, ⁠power, building and equipment.

• Private infrastructure's structured ​income generation and inflation-protection characteristics will likely boost further growth, the brokerage said.

• "Infrastructure sits at the epicenter of multiple structural tailwinds, which we ⁠expect will drive its growth and provide additional capacity for financing," Goldman added.