179: Investing in the Future: The New Data Infrastructure for AI Advancement

Infrastructure is experiencing a transformative moment, owing to the rise of remote work, the digital revolution, urbanization and a changing energy landscape driven by AI’s increasing demand for data centers. David Giordano, Global Head of BlackRock Climate Infrastructure, helps us explore the major structural forces driving this change, and examine the role of private capital in bridging the financing gap for new energy investments and how changes in supply chain strategies are influencing the infrastructure investment landscape.Don't forget to subscribe to The Bid on Spotify. You can also find us on Apple Podcasts and YouTube.Sources: The Infrastructure Blueprint, BlackRock June 2024; UN Revision of World Population Prospects 2022AI, infrastructure, megatrends, financial services, stock market, investing podcast, ai investing, finserv, globalization future, infrastructure investing, data centers, infrastructure investment opportunities, energy, digital revolutionThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and non-European Economic Area countries this is issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.