AI infrastructure needs more than power. It needs proof

For most of the last cycle, a data centre was a demand story, and demand was the easy part to underwrite. That has changed, writes Jonathan Siegel, partner, Altes Capital, which announced a collaboration with Zero Intensity in June.

17 August 2026•4 mins read
LinkedInXEmail

PEI INFRASTRUCTURE INVESTOR

Register to unlock this content

  • Daily global infrastructure news and market intelligence
  • Expertly curated insights that keep you ahead of the market
  • Faster, data-driven decision making powered by our AI interface, 'Ask PEI'
  • Access to proprietary research and reports
  • Selected investor strategy and competitor performance data
LinkedInXEmail

Related articles