There is a generational opportunity emerging for the infrastructure asset class to facilitate the energy transition and improve the resiliency of essential assets, says QIC’s head of global infrastructure Ross Israel.
Data centre platforms need to be on the front foot to capitalise on the proliferation of AI applications and the resulting demand cycle, says Stonepeak’s Andrew Thomas.
The African data centre market offers many opportunities for investors but regional and country-specific differences must be recognised first, says Africa50’s Raza Hasnani.
GPs with solid sustainability credentials have a head start as the energy transition accelerates, say Eurazeo’s Laurent Chatelin, Melissa Cohen and Martin Sichelkow.
Regardless of whether the Green Deal industrial plan restores Europe’s place as a frontrunner in the fight against climate change, it will certainly create investment opportunities, say five infra professionals.