Infrastructure is increasingly being shaped by a widening gap between demand and capacity. As AI, electrification and energy security drive growing demand for compute, power and connectivity, constraints across the infrastructure ecosystem are becoming more apparent. We believe these dynamics are creating compelling opportunities in the assets that enable and support long-term growth.
Our 2026 Mid-Year Outlookexplores how distributed compute, power demand and other structural trends are reshaping infrastructure markets, and where we see the most attractive opportunities across the value chain.