Abstract Artificial intelligence is driving an infrastructure investment cycle of exceptional scale. Whether that investment earns adequate returns will depend not only on growth in AI demand, but also on market structure, utilization, contractual commitments, counterparty credit, technological change and pricing. This article examines which historical infrastructure business models provide …

Three key takeaways AI Infrastructure ROI Starts With Power, Permitting and Capital Commitments AI infrastructure developers have plenty of prospective customers. The harder question is how much capital they must commit, and for how long, before those customers begin paying for capacity. That distinction was central to a panel at …

Three key takeaways Is AI infrastructure repeating the telecom bubble? The AI infrastructure financing cycle has an uncomfortable resemblance to the telecom investment boom of the late 1990s. Chip suppliers invest in AI companies. Those companies contract for compute from hyperscalers and neoclouds. The infrastructure providers purchase GPUs, often supported …

Assad Noori, executive director and EMEA head of data centres at JLL, told RCRTech that he expects the standardized ratings to increasingly become a way for market participants to assess individual assets, although it would not replace the factors currently driving site selection In sum – what to know Ratings …