179: Investing in the Future: The New Data Infrastructure for AI Advancement
The Bid · BlackRock
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Show Notes
Infrastructure is experiencing a transformative moment, owing to the rise of remote work, the digital revolution, urbanization and a changing energy landscape driven by AI’s increasing demand for data centers. David Giordano, Global Head of BlackRock Climate Infrastructure, helps us explore the major structural forces driving this change, and examine the role of private capital in bridging the financing gap for new energy investments and how changes in supply chain strategies are influencing the infrastructure investment landscape.
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Sources: The Infrastructure Blueprint, BlackRock June 2024; UN Revision of World Population Prospects 2022
AI, infrastructure, megatrends, financial services, stock market, investing podcast, ai investing, finserv, globalization future, infrastructure investing, data centers, infrastructure investment opportunities, energy, digital revolution
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