How has the definition of infrastructure expanded?
We estimate that nearly 50% of today’s investable infrastructure universe did not exist a decade ago.
Infrastructure has evolved significantly — shaped by new technologies, changing capital needs and expanding definitions.
Yet the importance of asset quality and the core characteristics investors seek remain.
Explore our latest insights on the sectors shaping infrastructure today
How constraints are shaping data infrastructure
In data infrastructure, connectivity—and the constraints around it—is increasingly determining which assets can be built, scaled and able to deliver durable returns
Watch: Why AI is an infrastructure story
AI feels instantaneous—but that speed is the result of a complex chain of physical infrastructure.
Tracing its journey from your cell through global networks to massive data centers, watch to learn about the physical systems that make it all possible.
The $7 Trillion AI Infrastructure Opportunity
Artificial intelligence is set to be the most transformative technology in modern history. But realizing AI’s full potential to deliver unprecedented productivity gains depends on something solid behind the scenes: physical infrastructure.
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Fund Manager of the Year: Global
Energy Transition Investor of the Year: Global
Infrastructure Debt Manager of the Year: Americas
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General Disclosures
All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results.
Infrastructure companies may be subject to a variety of factors that may adversely affect their business, including high interest costs, high leverage, regulation costs, economic slowdown, surplus capacity, increased competition, lack of fuel availability, and energy conservation policies.
Assets shown are for illustrative purposes only. There is no assurance that similar investments or results will occur in the future.
