Ep. 114 | How AI Is Reshaping Energy Infrastructure Investment — Louay DaCosta, Macquarie Asset Management

Ep. 114 | How AI Is Reshaping Energy Infrastructure Investment — Louay DaCosta, Macquarie Asset Management

July 8, 2026 · 14 min

About this episode

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...

People in this episode

Host: Catherine

Guest: Louay DaCosta

Topics covered

Keywords

Mentioned in this episode

Organizations: Macquarie Asset Management

More episodes of The Green Light

Explore listener stats, chart rankings, contacts and more on the The Green Light podcast page.