About this episode

David Weisburd discusses the $40 trillion infrastructure investment opportunity driven by the AI boom with Stuart Waugh.

What if the biggest AI investment opportunity isn’t AI companies, but the infrastructure required to make AI possible? David sits down with Stuart Waugh, Managing Partner of Northleaf Capital Partners, to explore why the AI boom is creating massive demand for power, data centers, communications networks, and other essential infrastructure. Stuart explains why Northleaf estimates roughly $40 trillion of infrastructure investment will be needed across its addressable markets over the next decade, and why governments increasingly need private capital to help fund it.

People in this episode

Host: David Weisburd

Guest: Stuart Waugh

Topics covered

• infrastructure
• AI investment
• capital markets
• data centers
• communications networks

Keywords

• infrastructure
• AI
• investment
• Northleaf Capital
• data centers
• communications networks
• private capital

Mentioned in this episode

Organizations: Northleaf Capital Partners

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