Sector Investment 3 Days

Last updated: August 20, 2026, 7:32 PM ET

AI Infrastructure

Nvidia and partners pledged $500bn to back compute as a new investable infra asset, raising questions over whether investors will recognise it as such. Houlihan Lokey notes the AI infra buildout has hit $500bn, illustrating the theory behind the practice as energy and digital infrastructure form a virtuous circle.

Renewable Energy

CIP hit a $3bn final close for its second growth markets renewables strategy, benefiting from strong support from existing investors despite geopolitical headwinds. IMAS Foundation avoids large infra GPs and remains wary of erratic US policy, expressing scepticism over hype surrounding certain infrastructure assets.

Healthcare Private Equity

Warburg Pincus led an investor group to acquire PANTHERx Rare in a $7bn deal, marking a significant transaction in the healthcare private equity space. Hesta saw the departure of its head of unlisted assets Will Mac Aulay, with Gary Greene serving as acting general manager while a replacement is sought.