Sector Investment 3 Days

Last updated: August 21, 2026, 6:01 AM ET

AI Infrastructure

Nvidia and its partners have pledged $500bn to establish compute as a new investable infrastructure asset class, though questions remain over whether investors will recognise it as such. A new Houlihan Lokey paper outlines the "virtuous circle" between energy and digital infrastructure, with Nvidia's deals alongside investment managers illustrating the practice behind the $500bn AI infra buildout.

Healthcare Private Equity

A Warburg Pincus-led investor group has agreed to acquire a controlling interest in specialty pharmacy PANTHERx Rare in a deal valued at $7bn, marking one of the larger healthcare take-privates announced this week.

Renewables Fundraising

Copenhagen Infrastructure Partners reached a $3bn final close for its second growth markets renewables strategy, with partner Niels Holst crediting strong support from existing investors despite persistent geopolitical headwinds across emerging markets.

LP Caution

IMAS Foundation, the Dutch institution established by IKEA founder Ingvar Kamprad, is steering clear of large infrastructure GPs and remains wary of "erratic" US policy, according to head of unlisted equities Willem Huidekoper, who is also sceptical of hype surrounding certain infrastructure assets.