Infrastructure Investor Staff
The fibre rollout in France and other European countries may be nearing completion, but there are still compelling investment opportunities to be found, say InfraVia Capital Partners’ Coralie Durbec and Olivier Raugel of portfolio company IFT.
Huge growth in the sector and a changing interest rate landscape are creating outsized demand for capital and changing sector dynamics, says Goncalo Bernardo, investment partner at Palistar Capital.
Even accounting for recent blips in some markets, digital infrastructure continues to create substantial investment opportunities, explains 3i’s Oscar Tylegård.
An explosion in the adoption of generative AI is changing both the scale and nature of data centre demand, says Henk van Duijnhoven, managing director in Partners Group’s infrastructure Americas team.
Surging consumer demand for data in tertiary markets, as well as unequal access to modern technologies, is driving investor appetite, says DIF Capital Partners’ Kanan Joshi.
Building a well-balanced allocation raises a unique set of challenges and opportunities, says Edmond de Rothschild’s Jean-Francis Dusch.
Inside: How AI’s rapid development heralds a new era; Can the public and private sectors work together to fix broadband investment?; Why a global grid upgrade is mission-critical; Expert analysis from industry leaders; Plus much more…
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