Private Infrastructure

La infraestructura privada es superior a la pública tanto en eficiencia operativa como en protección contra la inflación. Sin embargo, las diferencias actuales en valoración favorecen un despliegue público incremental. Los inversores deberían considerar un enfoque equilibrado entre ambas.

While the US is the pioneer, Europe will follow suit—more rapidly than expected. It is not a question of if GenAI will boom in Europe, but when. Europe’s Data Center growth is already strong today, but a US-style boom is just around the corner.

While AI deployment creates compelling investment opportunities, hyperscale facilities are not the only path forward. Investors should consider Office conversions into colocation Data Centers as the next dollar opportunity.