Sector Investment 24 Hours

Last updated: September 9, 2026, 10:20 PM ET

Data Centres & AI Infrastructure

The relentless race to market in data centre development is now trumping sustainability concerns, a shift that investors warn could create systemic risks. As demand from AI workloads accelerates, the industry's "velocity over viability" approach may lead to stranded assets or grid bottlenecks down the road. In our latest podcast finale, experts dissect how hyperscalers and power providers are recalibrating around this contested sector, with capital pouring into gigawatt-scale campuses outpacing grid connections.

Fundraising & Transactions

Miami-based I Squared Capital is closing in on a hard-cap $15bn for its flagship Fund IV, while simultaneously adding $300mn to its Growth Markets Fund II (now at 77% of its $3bn goal). The rapid fundraising reflects investor appetite for diversified power and digital assets.

Meanwhile, Antin launched a continuation vehicle for Norwegian wellboat operator Sølvtrans, tapping record interest in infrastructure CVs and aquaculture tailwinds to fund global vessel expansion. The deal underscores how secondaries are broadening beyond core utilities.

Development Finance

The UK-backed PIDG is stepping up its deployment into fund structures, having already seeded vehicles managed by Clifford Capital and GIP (now part of BlackRock). The move signals a durably catalytic approach to crowding private scale in emerging-market infrastructure.