Private equity pivots from software to power plants in AI era
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A consortium's $38.4 billion take-private of AES signals a significant shift in private equity focus from software to power generation and infrastructure investments. The growth of data centers is increasing electricity demand, positioning utilities and transmission infrastructure as key indirect beneficiaries of AI. Rising interest rates and uncertainty surrounding AI are driving firms towards regulated, long-term yield assets like energy infrastructure.
Source: MSN The copyright of this article belongs to the original author/organization.
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