News & Analysis

Infra’s $650bn window of opportunity

Markets are penalising unruly hyperscaler capex – can infra practitioners offer the requisite discipline?

By

Bruno Alves

19 February 2026•3 mins read

Trends North America US Data Centres Digital Infrastructure General Partners Government Opinion

Related articles

alt

Ardian’s bid for European AI sovereignty

27 May 2026 · 3 mins read

alt

NextEnergy raises $974m for NextPower V strategy – exclusive

27 May 2026 · 2 mins read

alt

GIP credit co-founder Cheng exits after 14 years – exclusive

27 May 2026 · 3 mins read

alt

US LP sees a new normal of ‘low probability, high risk’

26 May 2026 · 4 mins read

alt

Why APG is favouring home bias and direct investment for infra

26 May 2026 · 8 mins read

alt

The Pipeline: CIP’s new biogas fund, Allianz’s €1bn third close and I Squared’s Indian transmission deal

26 May 2026 · 7 mins read

alt

Commonwealth Superannuation Corporation: Digital infra has been ‘star performer’

21 May 2026 · 2 mins read

motif