Infrastructure lies at the very heart of the AI opportunity. There is no Claude or ChatGPT without data centres or power. But how can investors avoid overpaying for such prized assets?
3i Infrastructure (3IN) is a £4.2bn trust that invests in physical assets that combine income and growth, taking advantage of trends such as digitisation, the energy transition and demographic changes.
Its chief financial officer James Dawes and the IC’s funds editor Val Cipriani sit down to discuss the trust’s new data centre investments, opportunities and risks across the sector and how to apply a private equity mindset to infrastructure.
Timestamps
00:47 3i Infrastructure’s investment strategy
08:00 Megatrends driving investment
14:45 How rising interest rates and inflation affect infrastructure investments
18:12 Investing in a Norwegian data centre
36:12 What's going on with DNSnet now?
You can listen to the interview, alongside all of our other podcasts, on ACast, Apple, Spotify or YouTube.
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