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Last updated: July 21, 2026, 8:30 AM ET

Infrastructure Funds Draw $15 Billion

Partners Group announced it has raised $15 billion for its fourth direct infrastructure program. This total represents a more than 75% increase from its previous fund, with capital nearly equally divided between a commingled fund and separate accounts.

AI's Impact on Data Centers

Industry discussion continues regarding the true extent of AI-driven demand for data center power. Alex Marshall of Clarke Energy argues that focusing on the validity of AI demand is the incorrect approach for the market.