Topics

• Harry Seekings, Partner and Co-Head of Apollo Infrastructure, and David Cohen, Partner on Apollo’s Infrastructure team, discuss how the growth of AI is reshaping infrastructure. They explore the massive capital needs of advancing AI, the areas of potential opportunities and how next-generation infrastructure can serve as a stabilizing force for portfolios.

  In this class, Harry and David cover:

  • How AI is creating trillions in investment needs
  • The expansion of data centers
  • The energy challenge behind powering AI at scale
  • Where investors can participate across the infrastructure value chain
  • How infrastructure can strengthen portfolios in today’s market environment