Day 3 of the Global Summit delivered major insights on the future of infrastructure investment. Industry leaders highlighted the industrialisation of AI as a transformative force reshaping data center demand and energy infrastructure. The resurgence of nuclear energy emerged as a central theme, with investors viewing it as a critical component of the energy transition.

Panel discussions revealed growing tension between strategy evolution and strategic drift among infrastructure funds. Asset managers are grappling with how to balance traditional infrastructure investments with emerging technologies like AI and clean energy. The summit also addressed fundraising challenges in a higher interest rate environment, with some managers reporting slower capital deployment.

Market participants emphasized the need for clear differentiation in an increasingly competitive landscape. Several speakers warned that funds failing to adapt to technological disruption risk losing ground to more agile competitors. The summit concluded with calls for greater transparency in reporting and more robust benchmarking to help investors navigate the evolving infrastructure sector.