Investment Perspectives

Infra-AI: The Quiet Boom in Listed Infrastructure for Artificial Intelligence

March 6, 2024 6 Minute Read Time

Data Center

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The surge in investor focus on Generative AI (Gen AI) overlooks listed infrastructure, where companies enable growth in data consumption, data centers and the clean power that is already supporting the technology. We see compelling growth opportunities across the listed infrastructure asset class, which currently trades at a discounted valuation to broad equities, U.S. technology stocks, and private infrastructure markets.  Within, we discuss “Infra-AI,” the crossroads of generative artificial intelligence and infrastructure, and the opportunity we see for investors.