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Are data centres becoming too hot to handle?

With power constraints and political backlash curtailing growth, is it time for investors to get out of the market?

LS Power eyes ‘target rich environment’ for oversubscribed $6bn haul

The US group’s sixth fund raised the capital after only officially launching in January, soaring above its $4bn target.

Private credit goes all-in on the AI infra boom

Lenders are being met with a wave of demand for financing every physical aspect of the data centre build-out.

Ardian: ‘We’ve been less shy on factoring growth into our business plans’

On this podcast, Ardian Infrastructure CIO Marion Calcine talks about the European investment opportunity, portfolio construction, what counts as essential infra, how to tackle AI infra and more.