Historically, infrastructure demand largely tracked population growth and human consumption patterns. Increasingly, however, infrastructure demand is being driven by machines rather than people. Artificial intelligence (AI) represents the most powerful manifestation of this shift, with digital systems operating continuously and generating persistent demand for compute capacity, connectivity and electricity.

Airports are, in effect, tollbooths on the long-term growth of global travel. They own irreplaceable assets, enjoy some of the widest moats in the market and throw off utility-like returns. Nearly every other major economy already lets its citizens own a piece of them.

Institutional Investing in Infrastructure editor Kali Arevalo recently interviewed Peter Gardett, CEO of Noreva, about trends reshaping the power landscape.

The shift to portfolio-level management starts with the risk base. A single asset carries site-specific weather risk, technical availability risk, grid constraints, regulatory changes and power-marketing risk directly within its own debt-service profile.

Today, the world stands before a new era of infrastructure investment with similarly powerful potential: data centers and the energy required to run them. But where is this new era heading? To get a clearer read on the market outlook, Vinson & Elkins surveyed 200 senior infrastructure developers and private capital investors.

Several recent large mergers and acquisitions (M&A) in the U.S. oil and gas sector have taken place in recent months, underscoring robust appetite for the sector.

The saying goes that a rising tide lifts all boats. Although it might seem counterintuitive given resource concerns, that sentiment may also be true for water infrastructure in the artificial intelligence (AI) era.

In a sponsored report published in the October issue of Institutional Investing in Infrastructure, Minal Patel, global head of infrastructure at Schoders Capital and Saad Qais, head of U.S. investments at Schoders Greencoat, look at what is driving this resilience, and what we can expect in the future.  

In a sponsored interview published in the October issue of Institutional Investing in Infrastructure, Michael Hoverman, executive director of infra­structure at Greystar, discusses Greystar’s infrastructure platform and the evolution of the asset class. 

In a sponsored interview published in the October issue of Institutional Investing in Infrastructure, Elda River Capital’s managing partner Eric Scheyer and partner Craig Rohr discuss where they see opportunities in the energy and infrastructure sectors, and how flexible capital and the ability to provide equity and credit solutions are advantages in the middle market.