AI’s Boom Has Infrastructure Investors Looking at Garbage

The surge in AI-driven data center investments has diverted attention from traditional infrastructure assets, creating opportunities for bargain hunters. Investors are now showing interest in unglamorous but cash-generating assets such as landfills and rail terminals. According to Nicholas Pepper, a managing director, the intense focus on digital infrastructure means high-quality mature assets in utilities, transport, and social infrastructure are receiving less spotlight. Smaller essential plays like regional airports are also being considered for attractive returns.

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