Raj Rao, Founding Partner, President, and COO of Global Infrastructure Partners, dives into the booming world of infrastructure investing. He discusses its origins and why it's becoming essential for investors. The conversation touches on the intersection of AI and data centers, highlighting the increased energy demands and infrastructure challenges. Rao also emphasizes the need for decarbonization and the vast investment opportunities in renewable energy. Finally, he explores the financial benefits linked to enhancing existing infrastructure, like Gatwick Airport.
