Five Forces Shaping the Data Center Investment Landscape (Principal Asset Management)
Data centers offer a compelling opportunity but only for investors with the experience to navigate complexity.
Private Infrastructure Investment
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An Institutional Investor’s Introduction to Infrastructure Debt (Principal Asset Management)
Infrastructure debt has moved from a niche segment of private debt to a core institutional asset class. It…
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Power Demand and the Investment Implications across the AI Value Chain (Jennison Associates)
As artificial intelligence moves from experimentation to industrial-scale deployment, the electricity required to…
Bits and Mortar: The Microspatial Economics of Data Centers (RERI)
Using a building-level panel of U.S. data center entries (2010–2024), the authors train a convolutional neural…
