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AI acceleration drives huge infrastructure demand
- Investment Management
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- 15.01.26
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Despite global economic and geopolitical uncertainty, the need for infrastructure investment continues to grow. Three global megatrends continue to fuel the demand for infrastructure development: digitalisation, decarbonisation, and deglobalisation. Artificial intelligence (AI) has the opportunity to transform industries improve lives, through better healthcare, faster drug developments, more accurate natural disaster analysis and more – it has the potential to spark the next industrial revolution. However, supporting AI requires capital‑intensive physical infrastructure, creating an investment...