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The diverse range of stakeholders within the transport sector means that pursuing digital transformation will require investment across a variety of different businesses.
Shortly after acquiring GCP International, Ares has closed its inaugural data centre fund, which included a $1.3bn commitment from CPP Investments.
New technological developments are often followed by regulatory ones. For artificial intelligence, the EU has been the first to act. Could this curtail investment?
Outdated and poorly maintained grid infrastructure threatens to damage both the decarbonisation and digitalisation movements in many markets.
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.
While the immediate market reaction was panic, the breakthrough AI model poses plenty of investment opportunities, as well as threats.
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.
Even considering the power demands of digital infrastructure assets, investors can support them sustainably and potentially unlock more benefits for society, says Vauban’s Elie Nammar.
Artificial intelligence is fundamentally reshaping the infrastructure upon which our digital world is built, say DigitalBridge’s Marc Ganzi, Jon Mauck and Jonathan Friesel.
When there is heightened market exuberance around a sector, discernment is critical, say Morgan Stanley Infrastructure Partners’ Yacine Saidji and John Ghirardelli.