AI Infrastructure Investment: Data Centers, Power, Sovereign AI and Private Capital

Описание: AI is driving a once-in-a-generation build out of global digital infrastructure. In this Infrastructure Investor Network webinar, leading investors and operators explore how private capital is financing AI infrastructure across data centers, power, fiber and towers.

The discussion covers why AI is as much an infrastructure story as a software one, how demand is shifting from training to inference, and why power, grid access and location strategy have become the real bottlenecks. Panelists also examine counterparty risk, data sovereignty, Europe versus the US, and what could trip investors up as capital floods into the space.

This session is essential viewing for anyone involved in infrastructure investing, private markets, digital infrastructure, energy transition or data center development.

Chapters:
00:00 Welcome and event context
01:45 How private capital can invest in AI infrastructure - Private sector participation across data centers, fiber and towers
03:15 AI as a digital revolution at global scale - Why AI mirrors the industrial revolution and what it means for infrastructure
07:38 Data centers evolve into highly technical infrastructure - From real estate assets to power density, cooling and specialist expertise
10:42 US vs Europe: training, inference and sovereign AI - Why training is US led today and how inference will globalise demand
12:31 Who drives AI infrastructure demand - Hyperscalers, AI labs and why investors can stay agnostic
18:52 Counterparty risk and investment grade demand - Why take-or-pay contracts and credit quality matter
20:41 Chips, power and grid constraints - Nvidia supply, export controls and the real bottleneck for growth
22:33 Data center location strategy - Power, cooling, water, geopolitics and community considerations
32:44 Stabilized data center assets and yield buyers - Who buys operating assets and how returns are underwritten
37:50 Towers, edge compute and connectivity - What AI means for cell towers, fiber and edge infrastructure
40:44 Risks, overvaluation and the investment cycle - What could trip investors up and how long this cycle could last

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