About this episode
Infratil CEO Jason Boyes discusses the impact of AI spending on investments and the outlook for various infrastructure assets.
How will all the spending on AI translate to bottom-line results? Infratil CEO Jason Boyes spends his days and nights thinking about data centers, and he has thoughts about where investors could see real returns. We’re talking about the “defensive” nature of Infratil’s $11B infrastructure portfolio, and the impacts Jason anticipates from interest rate rises and shifting geopolitics. Hear about the outlook for portfolio assets from solar farms in Texas to runways in Wellington, and what’s different about the cooling technology in Infratil’s Canberra Data Centres. Plus, why Jason believes the market is still sleeping on US renewable energy developer, Longroad. For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always…
People in this episode
Guest: Jason Boyes
Topics covered
- AI investment
- infrastructure portfolio
- interest rates
- geopolitics
- renewable energy
Keywords
- AI
- Infratil
- infrastructure
- interest rates
- renewable energy
- data centers
- investment returns
Sponsors
Sharesies
Mentioned in this episode
Organizations: Infratil, Longroad
Places: Texas, Wellington, Canberra
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