Goldman Sachs Exchanges

How AI, tariffs, and the energy transition are reshaping infrastructure investing

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May 27, 2025
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INSIGHT

Infrastructure's Resilience and Diversification

  • Infrastructure investing acts as an effective diversifier with low correlation to equities and fixed income.
  • It has shown resilience with a 9% compounded return during economic uncertainty since 2022, outperforming other private assets.
INSIGHT

Evolving Definition of Infrastructure

  • Infrastructure now includes energy transition and digital assets, not just traditional transport.
  • Transport's share of infrastructure investment has dropped below 20%, showing sector evolution.
INSIGHT

AI Fuels Data Center Demand

  • AI's growth greatly increases demand for specialized data centers with high power needs.
  • Data centers face challenges in location, lease duration, and capital market development for sales.
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