Digital Infrastucture
Accelerated adoption of artificial intelligence is revolutionising digital infrastructure, from data centres to fibre to towercos. While AI itself is not new, many of its applications are, and demand for data centres is rocketing as providers look to support those applications. Thankfully, while AI is causing this increased demand, it may also be helpful in managing it, making businesses and assets more efficient. AI’s rapid development really does herald a new era. The future is here.
Energy Transition
In light of recent political developments in the US – with its brewing anti-renewables backlash – there are worrying signs that the energy transition is running out of and turning back on itself, lacking in courage, conviction, or vision. This is despite record investment into the energy transition over the past year.
Infrastructure Debt
It has been a gloomy past 12 months for infra credit fundraising. But the longer-term outlook appears much brighter with the asset class ready to move from niche to mainstream as more investors spot the strategy’s performance potential and key role in financing the world’s climate ambitions.
