EQT has launched an AI infrastructure strategy that will focus on building the physical infrastructure underpinning artificial intelligence. The strategy will leverage EQT Infrastructure’s deep experience and leadership in digital and energy infrastructure and be seeded by global data center developer and operator EdgeConneX.
EQT Infrastructure portfolio companies will continue to work with all major hyperscalers, chip designers, AI native companies and neoclouds to drive investment into this crucial part of the next generation of AI.
AI is driving a new industrial era. Global demand for data centers is accelerating, with AI expected to significantly increase compute needs and power consumption. Industry estimates suggest that around $4 trillion will be invested in data centers and energy infrastructure throughout the next five years to meet this demand. At the same time, supply constraints — particularly around access to power — are emerging as a key bottleneck,
