Catherine speaks with Louay DaCosta about the impact of AI on energy infrastructure investment and emerging opportunities in battery storage.
Catherine recently spoke with Louay DaCosta, Vice President at Macquarie Asset Management, about what infrastructure investors should be paying closer attention to as growing demand from AI reshapes energy infrastructure. With transmission interconnection timelines often stretching 5+ years, Louay sees growing opportunities for battery storage and on-site generation as developers look to bring data centers online faster. Louay also discussed how AI is raising the bar for investors, high...