Goldman Sachs Exchanges How AI, tariffs, and the energy transition are reshaping infrastructure investing
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May 27, 2025 AI Snips
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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.
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.
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.