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AI Infrastructure Meets Real Assets: The Rise of Digital Utilities
- Elias Zeekeh, MBA, CPA, CMA
- Nov 7
- 1 min read
Discover how artificial intelligence is driving a historic transformation in global infrastructure investment in Axum Holdings’ latest research: “AI Infrastructure Meets Real Assets: The Rise of Digital Utilities.” This publication examines the convergence of AI datacenter demand with the power and infrastructure sector, revealing why traditional utilities like Brookfield Infrastructure Partners are becoming indispensable to the digital economy. As datacenters push for a projected 165% increase in global electricity consumption by 2030, investors are confronted with an unprecedented $7 trillion opportunity in capital expenditures, reshaping the very nature of defensive real asset investments.
The report highlights Brookfield Infrastructure’s pivotal moves—including its $5 billion partnership with Bloom Energy—to address grid bottlenecks through “behind-the-meter” power solutions. With detailed analysis on industry trends such as digitalization, decarbonization, and deglobalization, readers will gain insight into megatrends underpinning decades of robust infrastructure growth. The study goes further to spotlight the ‘utility renaissance’ as nuclear and gas power become central to enabling hyperscale AI operations, exemplified by companies like Constellation Energy and NextEra.
For institutional and savvy retail investors, this research provides a clear roadmap to position portfolios at the intersection of technological disruption and real asset stability. Through carefully curated data, forecasted returns, risk analysis, and forward-looking commentary, the publication prepares stakeholders to navigate the next era of digital infrastructure buildout. Download the full report, and equip yourself with actionable intelligence on capitalizing in the emerging world of digital utilities.
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