Harnessing the potential: The AI investment opportunity

AI has the potential to transform the way we engage with technology, power the industries of the future, and make society’s vital services more efficient – so long as the infrastructure is in place to deliver performance at scale. As AI-related applications and revenue continues to grow, the hype and scepticism surrounding the phenomenon are converging to spur billions of dollars of investment in data centres, fibre, and a raft of other services where AI has the power to drive change. For investors, understanding the changing landscape, complexities of deals, and scale in terms of greenfield development, energy demands, and security is key to delivering success. 

  • What does AI mean for infrastructure investors?
  • How has demand changed data centre investments and what are the challenges?
  • What is the outlook for deals and valuations in the fibre space?
  • What are the risks that investors need to be aware of: macro and investment?
  • Speakers keyboard_arrow_down
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    Melissa Grinter Partner CORRS CHAMBERS WESTGARTH
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    Gordon Hay Partner and Head of MIP & UTA MORRISON Bio
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    Wilson Chung Managing Director, Investment Management DIGITALBRIDGE INVESTMENT MANAGEMENT Bio
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    Alex Miller Senior Investment Director, Infrastructure CBUS Bio
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    James Allan Senior Director QUINBROOK INFRASTRUCTURE PARTNERS Bio