Stewart Upson and Udhay Mathialagan on How Infrastructure Is Adapting in the AI Revolution

Brookfield’s Stewart Upson and Udhay Mathialagan joined the Infrastructure Investor Podcast to explore how AI’s growth depends on vast physical infrastructure, from power generation and transmission to data centers and compute capacity. Stewart and Udhay examine how the demand stemming from the AI revolution is creating one of the decade’s most significant investment opportunities. They also explore how investors are partnering with government and hyperscalers to meet demand and ensure competitiveness.