WS #14674
Despite the broader macro headwinds, institutional capital is continuing to flow aggressively into AI infrastructure, with BlackRock and IFM nearing a $25 billion deal for data center assets. Concurrently, major banks like DBS are advising a rotation from broad China property exposure into specific technology winners, suggesting that while macro liquidity is tight, structural demand for compute and digital infrastructure remains a dominant theme for long-term capital allocation.
AI Infrastructure and Data Center Investment
Despite the broader macro headwinds, institutional capital is continuing to flow aggressively into AI infrastructure, with BlackRock and IFM nearing a $25 billion deal for data center assets. Concurrently, major banks like DBS are advising a rotation from broad China property exposure into specific technology winners, suggesting that while macro liquidity is tight, structural demand for compute and digital infrastructure remains a dominant theme for long-term capital allocation.