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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.