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- AI data center boom sends infrastructure investors hunting for landfills and airports
The capital surge into AI data centers has pulled investor attention away from unglamorous infrastructure, and some are now bargain-hunting in waste management, freight and rail terminals, regional airports and utilities. Partners Group managing director Nicholas Pepper said the intense focus on digital infrastructure leaves high-quality mature assets in utilities, transport and social infrastructure receiving less of the spotlight, creating attractive entry valuations. The report also notes investors have grown more selective on AI-linked assets amid construction delays, rising financing costs and regulatory blowback, while mid-market firms say bigger investors' higher minimum check sizes leave them less competition.
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