Tag Archives: AI Compute Capacity
AI Fears Hammer Alternative Asset Managers:
(HedgeCo.Net) Alternative asset managers are learning—again—that markets don’t need a recession to punish a business model. They only need a credible narrative that compresses future cash flows. In early 2026, that narrative has a clear label: AI. Not AI as a […]
Brookfield’s Power Thesis Goes Mainstream:
(HedgeCo.Net). In 2026, “real assets” isn’t just about owning buildings, roads, and pipelines. It’s about owning the infrastructure that powers a digitizing economy. Brookfield has been explicit: rising electricity demand, AI adoption, and supply-chain reorientation are driving a multi-decade investment […]
Real Assets’ New Center of Gravity: AI Data Centers Pull Infrastructure Capital Into Overdrive
(HedgeCo.Net) Infrastructure investing has always been about the essential—roads, ports, power lines, pipelines. In 2026, the essential looks different: compute, power access, grid interconnection, and data-center campuses. Today’s clearest proof point comes from KKR, which is investing $1.5 billion into its European data-center platform, […]