Friday, September 25th, 2026 ⁠A topical newsletter from CIO Data Centers & Energy Infrastructure Investment The rise of hyperscalers and their demand for power supply is challenging generation, transmission and storage of power. SPONSORED AD Asset Allocation Data Center-Related Investments Available Across Most Asset Classes Portfolio analysis is critical to help avoid overexposure to the same forces in different parts of an investors’ holdings. Asset Allocation How Investors Approach the Utilities Sector in the Age of AI AI demand has widened opportunities in the sector. Asset Allocation Energy Transmission Emerges as Bottleneck for Digital Infrastructure As electricity demand surges, driven by artificial intelligence, investors are increasingly targeting the transmission networks needed to provide power. Asset Allocation How AI Debt Issuance Is Reshaping the Corporate Bond Market Increased yields on high-credit-quality debt are attractive, but many questions remain. Risk What Does Growing NIMBY-ism Mean for Data Center Investing? Consultants say the trend is strong, but they are ‘advocating for caution and a diversified approach.’ Market Moves By the Numbers: How AI-Related Debt is Changing the Bond Market Capital expenditures by the five “hyperscalers”—Alphabet, Amazon, Meta, Microsoft, and Oracle—have surged, at a scale with few precedents, according to data collected by Vanguard. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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