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Stonepeak on Investing in Infrastructure

Bloomberg
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Stonepeak’s CEO Mike Dorrell highlighted surging demand for data center investments during the March 2026 Asia Pacific Financial & Innovation Symposium, citing AI and quantum computing as primary growth drivers. Energy infrastructure remains a core focus, with Dorrell emphasizing renewable integration and grid modernization to meet escalating power needs from tech expansion and climate policies. Global geopolitical tensions, including Strait of Hormuz risks, were noted as critical factors influencing energy investment strategies and supply chain resilience in infrastructure projects. Dorrell underscored Asia Pacific’s pivotal role in infrastructure growth, particularly in hyperscale data centers, as regional tech adoption accelerates faster than in Western markets. Fed policy constraints were flagged as a macroeconomic headwind, potentially delaying infrastructure projects despite strong sector fundamentals and long-term capital commitments.
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Mar 26th, 2026Stonepeak on Investing in InfrastructureMike Dorrell, Chairman, CEO & Co-Founder, discusses his outlook for investing in data centers and energy infrastructure. He speaks with Haidi Stroud-Watts from the sidelines of the Asia Pacific Financial & Innovation Symposium.Duration:2:16Trump-Xi to Hold Mid-May SummitOpinionDuration:1:34Iran’s Best Weapon Is the Strait of HormuzDuration:2:49China Climate Chief: No Energy Crisis for BeijingDuration:1:47Japan Should Send Ships to Secure Hormuz: Ex-Security AdviserThe Asia TradeDuration:3:33Who's Really in Charge of Iran?Duration:5:51How Influencers Are Reshaping the Cruise IndustryDuration:1:26Miran Says Fed Policy Is Holding the Economy BackDuration:4:06Oil Falls as Trump Awaits Iran's Response to Peace PlanThe Opening TradeAvailable on:Listen onApple TVListen onRokuListen onSamsung TVListen onFire TVListen onAndroid TVListen onRakuten TVListen onHaystack NewsWatch BTV in your area:Channel Finder

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Source: Bloomberg

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