AI infrastructure and data centres… it’s all anyone ever talks about these days. Given that it’s all the rage, if you haven’t knowledged up on the sector and don’t have a solid grasp on the risk/reward ratio… now’s a good time to do so.  

In this latest episode of Infra Dig, Green Street News Infrastructure (formerly IJGlobal) editorial director Angus Leslie Melville talks to Gianluca Minella, head of portfolio strategy and research at InfraRed, for a brain dump on the sector.  

Having lurked in the infra backwaters for a long time (largely in REITs), data centres have shot to fame in more recent times as the most active infra sector globally.  

Gianluca traces the shift to 2023 when the rise of generative AI turned a relatively linear business into something… a lot less linear.  

Hyperscalers now sit on both sides of the market – they are customers of data centre capacity and, increasingly, suppliers of the AI services running inside it, while also buying models from developers like OpenAI and Anthropic.  

Tune in to the latest episode to knowledge up…  

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