The artificial intelligence (AI) investment thesis keeps pointing back to Nvidia, Microsoft, and the other megacap names that dominate technology indexes. But the real constraint on AI deployment ...
What’s ahead for the infrastructure market? Ropes & Gray lawyers gained insights from attending the Infralogic Investors Forum in New York, held on April 25. We heard from experts in the global ...
The market’s appetite for private market investments keeps growing, with roughly one in two investors saying they plan to boost their exposure to private infrastructure this year, according to recent ...
Microsoft, Amazon, Meta, and Alphabet are collectively on track to spend approximately $350 billion in 2025 on AI-driven data centers and chips. Amazon alone is targeting roughly $125 billion in ...
What is the current outlook for North American infrastructure? Ropes & Gray attorneys explored this question at the Infrastructure Investor America Forum in New York on November 4–5, drawing on ...
Private infrastructure investing is regaining momentum after a difficult two-year stretch, with fundraising rebounding sharply and investors concentrating capital in the industry’s largest managers.
Patrick Quinn, Head of Business and Legal Affairs, General Counsel at CION, has showcased his considerable talents as a key contributor to the organization’s success. The 2025 InvestmentNews Rising ...
Most AI ETFs are diluted with software and chip companies rather than the physical infrastructure that determines how fast AI scales. Hyperscalers are spending roughly $350 billion in 2025 on data ...