AI is fueling unprecedented demand for digital infrastructure. McKinsey projects demand for AI-ready data center capacity will grow at a 33% compound annual growth rate through 2030. In just five years, global computing capacity could triple from 70 GW today to 220 GW, with 75% of that growth powered by AI.
This surge is straining traditional data center hubs like Ashburn, Chicago and Phoenix, pushing development into new markets such as Wisconsin, Oklahoma and Wyoming. We believe meeting this need will require massive private investment in both data centers and the power systems behind them.
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If you’re an RIA interested in bringing private investments in power generation and digital infrastructure to your client portfolios, let’s connect.