Nvidia’s new ‘investable asset class’ must retain the ‘infra’ in AI infra
Nvidia and partners pledged $500bn to back compute as a new investable infra asset. Will investors recognise it as such?
19 August 2026•3 mins read
Nvidia and partners pledged $500bn to back compute as a new investable infra asset. Will investors recognise it as such?
Infra transitions rarely follow a straight line
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Value-add strategies gain momentum as debt strengthens and secondaries activity reshapes market
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GPs blur the lines of infrastructure in hunt for returns
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Data centres’ unsustainable velocity
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How dislocation in renewables is creating opportunities for high-yield investors
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CVs are becoming a key part of the infra toolkit
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What’s driving the skyrocketing growth of infra CVs?
1 September 2026 · 10 mins read
