The AI-fueled investment opportunities in digital infrastructure and energy

There is $6.4 trillion of capital needed for energy and digital infrastructure that public markets and commercial banks and cannot absorb. What makes the current situation different from past surges in infrastructure investment? And could we be witnessing a broader rotation from investing in the digital economy’s intellectual property toward investing in the physical infrastructure that makes that economy possible? Don Dimitrievich, a senior managing director and portfolio manager for energy infrastructure credit at Nuveen, offers his perspective. (09/2026)