AI’s Boom Has Infrastructure Investors Looking at Garbage

The investing frenzy in data centers sparked by the AI boom has created a bargain-hunting opportunity in everything but AI assets. AI has pulled investors' attention away from unglamorous assets in sectors like transportation and waste management over the past few years. Now investors are getting excited about boring-sounding assets that can throw off cash, like landfills or rail terminals. While mega-investments have become the norm in building massive AI data centers, investors argue that far smaller but still essential plays like regional airports can offer attractive returns.

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