Sector Investment 3d Briefing

Last updated: August 21, 2026, 11:25 PM ET

Healthcare Private Equity

SkyKnight Capital thehealthcareinvestor.com has entered a definitive agreement to invest in Apex Infusion, a specialty infusion provider, adding scale to its healthcare services platform, though terms were not disclosed. Warburg Pincus thehealthcareinvestor.com is leading an investor group to acquire a controlling interest in PANTHERx Rare, a rare-disease pharmacy, in a deal valued at roughly $7bn; private equity firms have been increasingly targeting complex-care providers, where reimbursement visibility and demographic tailwinds support stable cash flows, and both investments underscore continued appetite for high-acuity, specialty healthcare businesses with defensive demand.

Infrastructure Fundraising

Korea’s NPS infrastructureinvestor.com saw infrastructure AUM rise 13.4% in 2024, a sharp deceleration from 24.2% growth in 2023. CIP infrastructureinvestor.com, by contrast, closed its second growth-markets renewables fund at $3bn with existing investors re-upping strongly despite geopolitical headwinds; the NPS figure reflects a broader recalibration among large limited partners after a post-pandemic infrastructure boom, while the CIP close shows that established managers can still secure capital, illustrating a two-speed fundraising market.

AI Infrastructure

Nvidia infrastructureinvestor.com and partners have pledged $500bn to make compute an investable asset class, but the industry must keep the “infra” in AI infrastructure. A new paper describes the virtuous circle infrastructureinvestor.com between energy and digital infrastructure, arguing that AI buildout to $500bn will drive power demand, which in turn requires more digital infrastructure investment, and as Nvidia signs deals with investment managers, allocators face a key question of whether these assets should be priced as infrastructure or technology, an answer that will shape capital flows