Could the best way to invest in AI actually be the boring one?
Mike Dorrell, Chairman & CEO of Stonepeak, joins Sonali Basak to discuss why the firm prefers investing in the infrastructure behind AI rather than the technology itself. Together, they explore the surge in data center demand, why power has become one of the industry's biggest constraints, and where infrastructure investors are finding opportunity across digital, energy, and transportation.
Dorrell explains why digital infrastructure has become one of the market's hottest trades, and where he sees pockets of overvaluation, why the grid could be one of the most compelling ways to gain exposure to both AI and the energy transition, and how infrastructure investors are positioning around major long-term trends without having to predict technology winners.
His central message: the most durable opportunities around AI may not come from the technology itself, but from the infrastructure that makes it possible.
