Institutional Investing in Infrastructure

May 1, 2024: Vol. 17, Number 5

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From the Current Issue


Infra-AI: The quiet boom in listed infrastructure for artificial intelligence

The surge in investor focus on generative AI (Gen AI) has led to one of the most powerful rallies in technology stocks in recent memory. We believe Gen AI is here to stay, but we also believe the rally overlooks listed infrastructure, where companies enable growth in data consumption, data centers and the power demand that is already supporting the technology.

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