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Strong demand, advantageous demographics and lower competition paint a positive picture for investors, argues Actis’ Nicolas Escallon.
Infrastructure managers are deploying AI in infinitely creative ways.
Ardian’s Marion Calcine and Pauline Thomson see a growing role for data models in driving efficiency and adding value.
Rising demand for data centres, driven by artificial intelligence, poses significant sustainability problems. Could expanding into emerging markets help the sector clean up its act?
Data centres are commanding eyewatering prices, while some fibre assets are crumbling under overbuild pressures. Still, there are ways to play both sectors – and win, according to seven industry insiders.
Transporting passengers and freight by rail may be more environmentally friendly than by road, but there is still plenty to do to improve the rail sector’s green credentials.
AI is turbocharging demand for digital infrastructure. It is also an essential tool for managing this exponential growth.
Digital transformation is often associated with data centres and internet connectivity, but innovative applications are in use throughout the broader sectors of the asset class.
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.
AI’s rise imperils the energy transition, but it could also be part of the solution, writes Christopher Walker.