Capital, power or grid access: what will set the pace of AI infrastructure investment in 2027?
Three months today:
GID London Leadership Briefing.
28 January 2027 | Hilton London Tower Bridge.
Infrastructure Capital in the AI Era.
DM to register your interest.
Dialogue Capital retweeted
China launched a remote sensing satellite from the Taiyuan Satellite Launch Center in north China's Shanxi Province on Friday.
The Yaogan-50 03 satellite was launched at 6:15 p.m. (Beijing Time) aboard a modified Long March-6 carrier rocket and entered its planned orbit. The launch mission was a complete success.
Dialogue Capital retweeted
From the @FT: "Cracks are appearing in America’s debt-laden $10tn AI infrastructure boom as project delays, public backlash and shaky investor confidence bring a reckoning for the data centre build-out underpinning the US economy."
IMO, what makes all these issues even more interesting is that no matter how they evolve, there are significant economic, financial, social, and geopolitical implications
#economy #markets #tech #ai
3 investor signals in energy & digital infrastructure: time to power, contracted demand, and storage economics.
Announced MW are just the start. Delivery matters.
#EnergyTransition #DigitalInfrastructure #EnergyTransition #DigitalInfrastructure
Where is infrastructure capital moving in 2027?
AI, digital infrastructure, grid capacity, and the energy transition are shaping the next wave of investment.
Explore market insights: dialoguecapital.com
#Infrastructure #EnergyTransition #PrivateMarkets
Dialogue Capital retweeted
Build. Learn. Repeat.
Small modular reactors are designed to learn from each deployment, improving manufacturing, increasing quality, and building more efficiently over time.
Our latest video with @Amazon looks at how repeatability could help meet growing demand for clean, reliable energy.
Read more from Amazon: sustainability.aboutamazon.c…
Save the dates for the GID2027!
📆29–30 June 2027, Sofitel Frankfurt Opera, Frankfurt
A premium edition with fresh insights and connections across infrastructure, renewables, AI, and digital finance.
Get in touch: [email protected]
#GlobalInfrastructureDialogue
Infrastructure is more than structures and teams. Water reservoirs sustain homes, agriculture, and industry. Investment should deliver long-term returns alongside reliable, affordable services. Is water security getting enough attention?
South Korea confirms its first potential project under the $350B U.S. investment pact: a Texas gas power plant, with nuclear, Westinghouse and Alaska LNG projects also under consideration.
#EnergyTransition #NuclearEnergy #Investments #InfrastructureInvestment #GlobalMarkets
London infrastructure conversations this week:
AI, energy, grids, critical minerals and capital are increasingly interconnected, with resilience and connectivity emerging as key investment themes.
#Infrastructure #Energy #AIInfrastructure #CriticalMinerals #Investment #London
Dialogue Capital retweeted
Kenya’s #infrastructure landscape is undergoing a structural shift, creating high-yield entry points for #privatecapital and #institutionalinvestors.
At #Buildafrique, we bridge the gap between capital providers and bankable infrastructure assets.
More: buildafrique.com/industries/…
Dialogue Capital retweeted
Google tekee Suomen historian suurimman investoinnin: arvo 13 miljardia euroa
Googlen arvion mukaan Haminan datakeskuksen laajennus ja kolmen uuden datakeskuksen rakentaminen työllistävät rakennusteollisuudessa suoraan 16 000 henkeä.
hs.fi/visio/art-200001225662…
Infrastructure is becoming strategic capital.
Energy. Grids. Digital infrastructure. Connectivity.
For long-term investors, the question isn’t just where growth comes from—but which assets become indispensable.
#Infrastructure #PrivateMarkets #InstitutionalInvestors
Dialogue Capital retweeted
On this bonus episode of The Bid #podcast, our Chairman and CEO Larry Fink and Bayo Ogunlesi, Chairman and CEO of Global Infrastructure Partners (GIP), a part of BlackRock, share how the capital markets can unlock new opportunities in infrastructure and drive economic growth. Listen 🎧 to the full episode for insights from their conversation with Stacey Mullin, Global Chief of Staff for BlackRock: 1blk.co/m/The-Bid-Podcast
The AI build-out is driving investment across the entire physical infrastructure stack — from power and grids to transformers and cooling.
AI is increasingly becoming an infrastructure story.
#AIInfrastructure #DataCentres #Infrastructure #Energy
GID 2026 has come to a close. Thank you to everyone who made #GID2026 such a success. Here's to the ideas shared, meaningful discussions, and new connections made.
See you at GID 2027.
#GID2026 #Infrastructure #EnergyTransition #AI #PrivateCapital #InfrastructureInvestment
Final preparations are underway for #GID2026.
In just a few days, senior leaders from infrastructure, energy, finance and private markets will gather in Frankfurt for two days of discussion, collaboration and new connections.
Looking forward to welcoming everyone.
🤖 Made with AI
The Gulf may require up to $58bn in energy infrastructure investment following the Iran conflict. Energy security, resilience, grid modernisation, LNG and critical infrastructure are moving even higher up the investment agenda.
#Infrastructure #EnergyTransition #EnergySecurity
🤖 Made with AI
Dialogue Capital retweeted
Union Investment und Nuveen Real Estate haben die Immobilie 1511 Third Avenue in der Upper East Side von #Manhattan, #NewYork, verkauft. Käufer ist Stockbridge. Die Einzelhandelsimmobilie gehörte zu 49 % unserem Fonds Unilmmo: Global.


























