$0.5T AI capex 2025 (KKR)
Data CentersLong
KKR ~$0.5T total AI capex 2025
Source: KKR
$1.6T AI capex 2031 baseline
Data CentersLong
$1.6T annual AI capex 2031 baseline
Source: GS
$20B energy park hyperscaler
Power & GridLong
Hyperscaler $20B energy park deal 2026
Source: Deloitte
$3T 5-year credit agency estimate
Data CentersLong
Credit agencies project $3T global DC over 5y
Source: TheCivilEngineer
$5.2T data centers by 2030
Data CentersLong
McKinsey - $5.2T data center investment by 2030
Source: Highways
$7-8T 4-year SocGen estimate
Data CentersLong
SocGen $7-8T 4-year DC investment
Source: Highways
$765B AI capex 2026 baseline
Data CentersLong
$765B annual AI capex 2026 baseline
Source: GS
156 GW AI capacity by 2030
Data CentersLong
156 GW AI-related capacity required by 2030
Source: Highways
46% allocators increasing infra
Industry StatsLong
46% private market investors increasing infra
Source: Highways
7-year grid interconnect wait
Data CentersShort
Grid interconnect wait up to 7 years
Source: Deloitte
AI capex 5% US GDP late-90s parallel
Data CentersLong
AI capex 5% US GDP - tech-boom parallel
Source: KKR
Aena Spain airports
TransportLong
Aena Spanish airport operator
Source: encyclopedia
Airports concession PE/SWF
TransportLong
Airport concessions PE/SWF investment
Source: BlackRock
Aligned Data Centers $40B 2025
Data CentersLong
Aligned $40B sale BlackRock/NVIDIA-backed Oct 2025
Source: HarbourVest
American Tower AMT global
TowersLong
American Tower global tower REIT
Source: Fool
American Water Works AWK
WaterLong
AWK largest US water utility
Source: Fool
Antin Infrastructure Partners
Major MgrsLong
Antin Infrastructure Europe
Source: encyclopedia
Ardian infra
Major MgrsLong
Ardian global infra mgr
Source: encyclopedia
Atlas Arteria toll roads
TransportLong
Atlas Arteria toll-road operator
Source: encyclopedia
Auckland Airport NZ
TransportLong
Auckland Airport listed concession
Source: encyclopedia
Behind-the-meter generation
Data CentersMulti
Behind-the-meter generation for power
Source: GS
Blackstone Infrastructure
Major MgrsLong
Blackstone Infra Partners
Source: encyclopedia
Brightspeed Apollo private
FiberMulti
Brightspeed - Apollo-backed fiber
Source: encyclopedia
Brookfield Infrastructure BIP
Major MgrsLong
Brookfield Infrastructure Partners
Source: Fool
Cameco CCJ uranium
Power & GridLong
Cameco uranium mining beneficiary
Source: encyclopedia
Cellnex EU towers
TowersMulti
Cellnex Telecom European towers
Source: encyclopedia
Cheniere LNG export
PipelinesLong
Cheniere Energy LNG export terminals
Source: encyclopedia
Closed-end fund 12-18% IRR 10-12y
Industry StatsLong
Closed-end infra funds 12-18% gross IRR
Source: Highways
Colocation third-party DC
Data CentersMulti
Colocation - shared third-party DC
Source: encyclopedia
Communications towers REITs
TowersIncome
Comms towers infra REIT subsector
Source: Fool
Constellation CEG nuclear
Power & GridLong
Constellation Energy nuclear restart bid
Source: encyclopedia
Crown Castle CCI US
TowersLong
Crown Castle US-only tower
Source: Fool
CyrusOne private
Data CentersMulti
CyrusOne acquired by KKR/GIP private
Source: encyclopedia
Digital Realty DLR
Data CentersLong
Digital Realty large DC REIT
Source: encyclopedia
DigitalBridge 15-20% IRR target
Industry StatsLong
DigitalBridge target 15-20% gross IRR
Source: Highways
DigitalBridge DBRG manager
Data CentersLong
DigitalBridge digital infra manager
Source: encyclopedia
EQT Infrastructure
Major MgrsLong
EQT Infrastructure series
Source: encyclopedia
Eaton ETN electrical equip
Power & GridLong
Eaton electrical equipment for DC
Source: encyclopedia
Edge data centers low-latency
Data CentersMulti
Edge DCs for low-latency apps
Source: encyclopedia
Enbridge ENB largest North America
PipelinesLong
Enbridge largest NA pipeline
Source: Fool
Energy + digital 75% deal value 2025
Industry StatsLong
Energy + digital infra = 75% of 2025 deal value
Source: Highways
Energy Transfer ET MLP
PipelinesLong
Energy Transfer MLP
Source: encyclopedia
Energy parks colocation
Power & GridLong
Energy parks colocate generation+load+storage
Source: Deloitte
Enterprise Products EPD MLP
PipelinesLong
Enterprise Products Partners MLP
Source: encyclopedia
Equinix EQIX largest colocation
Data CentersLong
Equinix largest colocation REIT
Source: encyclopedia
Fiber-optic networks digital infra
FiberLong
Fiber-optic networks core digital infra
Source: Highways
Frontier Communications
FiberMulti
Frontier Communications fiber
Source: encyclopedia
GE Vernova GEV power
Power & GridLong
GE Vernova - grid + gas power
Source: encyclopedia
GIP Global Infrastructure Partners
Major MgrsLong
GIP - acquired by BlackRock 2024
Source: encyclopedia
GPU obsolescence risk
Data CentersShort
GPU obsolescence faster than depreciation
Source: GS
Geopolitical kinetic risk
Data CentersShort
Cloud DCs become explicit kinetic targets
Source: WEF
Global infra fundraising $200B 2025
Industry StatsLong
Global infra fundraising hit $200B 2025 record
Source: Highways
Goldman $7.6T AI capex 2026-31
Data CentersLong
Goldman $7.6T cumulative AI capex 2026-31
Source: GS
Hyperscale data centers >100MW
Data CentersMulti
Hyperscale DC >100MW capacity
Source: encyclopedia
Hyperscaler $600B 2026 75% AI
Data CentersLong
Hyperscaler capex >$600B 2026 75% AI
Source: Highways
Hyperscaler capex $400B 2026
Data CentersLong
MSFT/AMZN/META/GOOG $400B DC capex 2026
Source: Highways
IFM Investors
Major MgrsLong
IFM Investors Aussie super-funds
Source: encyclopedia
IHS Holdings African towers
TowersMulti
IHS Towers Africa-focused
Source: encyclopedia
Indus Towers India
TowersMulti
Indus Towers India - Bharti / Vodafone
Source: encyclopedia
Infra LP target shift 3y
Industry StatsLong
Largest expected target shift over 3y
Source: Highways
Iron Mountain DC growth
Data CentersLong
Iron Mountain growing DC business
Source: encyclopedia
KKR Global Infrastructure
Major MgrsLong
KKR Global Infrastructure series
Source: KKR
Kinder Morgan KMI
PipelinesLong
Kinder Morgan US natgas pipeline
Source: Fool
Liquid cooling for AI GPUs
Data CentersMulti
Liquid cooling for high-density AI GPUs
Source: GS
Lumen Technologies LUMN
FiberMulti
Lumen (CenturyLink) fiber distressed
Source: encyclopedia
Macquarie Asset Mgmt MIRA
Major MgrsLong
Macquarie Asset Mgmt - largest infra mgr
Source: encyclopedia
March 2026 Iran drone strikes UAE
Data CentersShort
Iran drones hit AWS UAE+Bahrain DCs Mar 2026
Source: WEF
Multi-region resilience required
Data CentersMulti
Multi-region failover post-March-2026
Source: WEF
Natural gas pipelines stable
PipelinesIncome
Natgas pipelines stable income
Source: BlackRock
NextEra NEE largest util
Power & GridLong
NextEra Energy largest utility
Source: Fool
NuScale SMR
Power & GridLong
NuScale Power SMR designer
Source: encyclopedia
Offtake agreements tenant lock
Data CentersMulti
Long-term offtake agreements de-risk DC
Source: KKR
Oklo OKLO SMR small reactor
Power & GridLong
Oklo Inc SMR small modular reactor
Source: encyclopedia
Power constraints biggest bottleneck
Data CentersShort
Power procurement biggest DC bottleneck
Source: BlackRock
Private infra AUM $1.5T 2025
Industry StatsLong
Private infra AUM tripled to $1.5T since 2016
Source: Highways
QTS Realty private (Blackstone)
Data CentersMulti
QTS taken private by Blackstone 2021
Source: encyclopedia
Quanta Services PWR T&D builder
Power & GridLong
Quanta Services T&D infrastructure
Source: encyclopedia
Railroads BNSF UP CSX NSC CN CP
TransportLong
Major railroads - BNSF UP CSX NSC CN CP
Source: Fool
Renewable PPA AI corp tenant
Power & GridMulti
Renewable PPAs with AI corporate tenants
Source: KKR
Retail DC small enterprise
Data CentersMulti
Retail DC - small enterprise tenants
Source: encyclopedia
SBA Communications SBAC
TowersLong
SBA Communications tower REIT
Source: encyclopedia
Severn Trent SVT UK
WaterLong
Severn Trent UK water
Source: encyclopedia
Shell BP integrated LNG
PipelinesLong
Integrated majors LNG export
Source: encyclopedia
Stonepeak
Major MgrsLong
Stonepeak Partners - infra-focused
Source: encyclopedia
Sustainability PUE energy efficient
Data CentersMulti
PUE - power usage effectiveness
Source: encyclopedia
Switch private (DigitalBridge/IFM)
Data CentersMulti
Switch taken private 2022
Source: encyclopedia
TC Energy TRP Canadian
PipelinesLong
TC Energy Canadian pipeline
Source: encyclopedia
Talen Energy TLN AI deal
Power & GridLong
Talen Energy AMZN nuclear PPA
Source: encyclopedia
Tier I-IV reliability classification
Data CentersMulti
Tier I-IV DC reliability standards
Source: encyclopedia
Toll roads concession
TransportIncome
Toll-road concessions for steady cash
Source: BlackRock
Transmission lines $0.5T AI need
Power & GridLong
$0.5T transmission for AI infra
Source: Foley
Transurban Australian toll
TransportLong
Transurban Australian toll roads
Source: encyclopedia
US grid investment surge
Power & GridLong
US grid investment surge for AI
Source: Highways
United Utilities UU UK
WaterLong
United Utilities UK water
Source: encyclopedia
Veolia VIE France
WaterLong
Veolia Environnement water + waste
Source: encyclopedia
Vinci Autoroutes France
TransportLong
Vinci concessions French toll
Source: encyclopedia
Vistra VST nuclear+gas
Power & GridLong
Vistra Corp - power generation
Source: encyclopedia
Wholesale DC large tenants
Data CentersMulti
Wholesale DC - large enterprise tenants
Source: encyclopedia
Williams Companies WMB
PipelinesLong
Williams Companies natgas
Source: encyclopedia
Zayo private fiber
FiberMulti
Zayo - DigitalBridge / EQT private
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.