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The Infrastructure Investor Podcast
The Infrastructure Investor Podcast

The AI revolution: How infrastructure is adapting

28 January 2026 25:19 PEI Group

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About this episode

This episode is sponsored by Brookfield

The infrastructure asset class is entering a defining moment. As energy transition pressures, geopolitics and capital intensity reshape the market, assets such as power networks and digital infrastructure are becoming central to economic competitiveness, rather than simply defensive investments.

Artificial intelligence is accelerating this shift. Beyond the hype, AI’s growth depends on vast amounts of physical infrastructure – from power generation and transmission to advanced data centres and computers. Meeting that demand is pulling infrastructure managers into a global race alongside hyperscalers and governments, creating one of the decade’s most significant investment opportunities.

This podcast is part of PEI Group's Private Markets 2030 programme exploring how private markets are evolving through the second half of the decade. In this programme, we unpack how managers can adapt, attract capital and deliver performance in an increasingly complex market.

Joining us are two guests from Brookfield: Stewart Upson, co-president of Brookfield’s infrastructure group, and Udhay Mathialagan, a managing partner in the infrastructure group and CEO of Brookfield’s global data centre practice. They discuss the opportunities and risks for managers delivering the supporting infrastructure around AI and look at how investors are partnering with governments, hyperscalers and AI developers.

Read more insights on the infrastructure AI journey from Brookfield’s Stewart Upson here.

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