Key Highlights:
- Across infrastructure sectors, digital infrastructure dominated debt issuance in 2024, with data centers emerging as the most active subsector.
- According to Infralogic, 8 out of the top 10 greenfield financings (with disclosed valuations) were data center deals.
- The AI revolution continues to drive demand for digital infrastructure, creating opportunities across the sector.
What to Expect in 2025:
At the asset class level, we expect infrastructure debt issuance activity to rise further, driven by:
- Increased M&A activity as US policy uncertainty eases.
- Growing demand for digital infrastructure, power, and energy transmission fueled by the AI boom.
- The need to refinance $70B of infrastructure debt maturing in 2025.
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