In a sponsored interview published in the April issue of Institutional Investing in Infrastructure, Josh Oboler, investment partner at Palistar, notes that AI is a huge tailwind for all the subsectors because all will benefit from the demand for power and connectivity it creates. However, investors need to guard against being seduced by the headline grabbing nature of AI. Instead, they need to focus on the long term, long duration pieces of the story that are going to outlast the current cycle. To learn more, access a pdf of the sponsor interview by clicking here.
