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Building a smarter future: Investors look to capitalize on the value-creation potential of AI in a new era of Infrastructure 2.0
- February 1, 2025: Vol. 18, Number 2

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Building a smarter future: Investors look to capitalize on the value-creation potential of AI in a new era of Infrastructure 2.0

by Beth Mattson-Teig

Artificial intelligence (AI) is being touted as a game changer for just about everything it touches. For infrastructure, it has broad potential to increase productivity and efficiency, create value and better manage risks. At the same time, AI has unleashed Infrastructure 2.0 and a new era of investment opportunities related to the voracious demand for digital infrastructure.

The breakout moment for AI came in late 2022 when Microsoft, in collaboration with OpenAI, released ChatGPT as the first generative tool for the general public. Almost overnight, there was explosive interest in AI-powered tools and technologies and pressure for companies to incorporate AI into their processes.

“It was really a black swan event. No one predicted this incredible uptake,” says Sean Farney, executive director, data center strategy and innovation, at JLL. “It has become the number one technology development, not only for the data center industry but, frankly, across the entire ec

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