Market Moves
Anthropic, GIC, Macquarie Team Up on Data Center Development
The new venture, Theseus Infrastructure, will be owned by the investors and leased to the artificial intelligence pioneer as an anchor tenant.
Tag: data centers
Newsmakers
Where Stonepeak Sees Opportunity in Infrastructure
The specialist investor is putting money to work and taking a long-term approach, according to co-president Jack Howell.
Asset Allocation
Australia’s Aware Superannuation Fund Bets Big on Data Centers
Latest investment commits to growing the fund's digital infrastructure presence in the Asia-Pacific region.
Research
Approximately 88% of Asset Allocators Plan to Increase Investments in AI, Data Centers
Limited partners are doubling down on digital infrastructure, according to a survey from Dynamo.
Opinion
A New Dawn for Digital Assets: From Uncertainty to Action in the US
Changes in Washington have made it clear ‘we’ve entered an era of building,’ writes the CIO of a sovereign fund.
Alternatives
Demand for Data Centers, Energy Creates a Gold Rush for Infrastructure Investors
Asset owners and managers are pouring hundreds of billions into the construction of infrastructure for the AI ecosystem, although the horizon is not entirely clear.
Alternatives
Is the Commercial Real Estate Tide Turning?
Investors have taken a beating on their CRE exposures, but analysts say the worst might be over, giving disciplined investors opportunities at attractive entry points.
Alternatives
Commercial Real Estate: Is 2025 Going to Be Different?
Economic growth, improving real estate fundamentals could drive a moderate recovery in real estate investment activity.
Asset Allocation
CPPIB, Pacific Asset Management Launch South Korea Data Center Joint Venture
The Canada Pension Plan Investment Board’s C$285 million commitment follows several recent data center investments.
Newsmakers
Larry Fink: Supercharge Economy Through Infrastructure, AI Investing
Speaking at SIFMA’s annual meeting, the BlackRock head suggested utilizing capital markets to grow the economy above the trend line.
Asset Allocation
CPPIB, Blackstone Acquire Australian Data Center Operator
The duo will purchase AirTrunk from a consortium of investors.
Pensions
UC Investments Reaps Big Returns From Index Fund Shunning Fossil Fuels, Tobacco
Some $1.3 billion of the University of California’s $16 billion fiscal 2024 investment gain came from one S&P 500 index fund.
Asset Allocation
CDPQ Finances $75M in Second Investment in Quebec Data Center Provider Vantage
Institutional investors are fueling momentum in data centers, which continue to grow in 2024, according to CBRE research.
Asset Allocation
Data Centers, Student and Senior Housing Will Be Hot Areas, Says Investment Chief
Both the need to build infrastructure and demographic changes will drive real asset ‘tailwinds,’ says Harrison Street’s Merrill.
Asset Allocation
Most Promising Real Estate Opportunities? Hint: Not Always in Traditional Segments
Aside from the usual crowd, such as industrials and apartments, oft-overlooked niches beckon, NTAM says. Think: cell towers.