Infrastructure Investor Staff
Inside: How Chinese AI is making waves; How European regulators are responding to artificial intelligence; And how will consolidation play out in the US fibre sector?; Plus, expert analysis and much more…
MEAG gets €1bn mandate, EIP sets up in Singapore and Patria to build out $1bn Brazilian data centre platform. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.
We’ve reset the counting period for this year’s Infrastructure Investor 100, with the ranking amounting to $1trn.
On both sides of the Atlantic, Ardian’s Michael Obhof and Gonzague Boutry see the chance to further consolidate a shared industrial vision around digital infrastructure assets.
As AI and high-performance compute continue to shift the digital infrastructure paradigm, markets beyond North America increasingly offer compelling investment opportunities, say Partners Group’s Nicholas Kuys and Ismail Afara.
With AI expected to drive transformative change in society and every industry around the globe in the coming decades, a huge investment in infrastructure will be required for the technology to fulfil its potential, says Brookfield’s Sikander Rashid.
Contractual revenue arrangements, ESG criteria and location are all critical for lenders in the data centre space, says Edmond de Rothschild’s Jean-Francis Dusch.
A clear understanding of the challenges that exist across different markets, whether that means real estate, technology or power supply, will be essential to seizing the data centre growth opportunity, says Actis’s Brian Chinappi.
Mission-critical assets can play a vital yet often overlooked role in infrastructure portfolios, says Palistar Capital’s Omar Jaffrey.
Inside: A new flame – how natural gas has gone from taboo to a tempting investment; The II 100 ranking of the biggest infrastructure investors has a new No 1; A renewables roundtable; Plus, much more…