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Infrastructure managers are working more closely with management teams than ever before in a market where volatility has become the norm.
The technological revolution in digital infrastructure provides considerable opportunities for investors, reports Christopher Walker.
The rise of AI and shift towards net zero are radically altering the data centre landscape, says Quinbrook Infrastructure Partners’ John Lucas.
The digital infrastructure ecosystem may be well established but, as the field of AI demonstrates, many more potential new use cases remain on the horizon, says John Apostolides of Palistar.
We examine some of the major themes and topics that the infrastructure sector will see in the future.
Artificial intelligence is set to transform the infrastructure sector by optimising both physical and digital assets.
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.
Consumer and enterprise demand for data and generative AI points to a bullish future for US data centre operators, say Partners Group’s Fentress Boyse and Morgan Jones.
Despite the excitement being generated by AI tools such as ChatGPT, some degree of scepticism will serve investors well.