Watch Desk posted an update
The AI data-centre boom has drawn investors towards digital infrastructure, but some are now looking for opportunities in less fashionable assets such as airports, rail terminals and waste management, The Information reports.
Why it mattersInvestors cited in the report point to construction delays, rising financing costs and regulatory pressure as reasons to become more selective about AI-related assets. Traditional infrastructure may offer steadier cash flows, though that is an investment case, not a guarantee of returns. Even the glamour sector needs somewhere to put the rubbish.
Discuss: Should investors keep backing AI infrastructure through delays and financing pressures, or shift more capital towards traditional assets with steadier revenues?
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