Renewable energy in the world of AI hyperscalers

AI hyperscalers need vast amounts of energy, and private markets are funding the buildout. Brookfield, I Squared Capital and UBS talk about how investors limit risks and think about supply chain challenges.

With AI hyperscalers using vast amounts of energy, investment in renewables projects has ramped-up with gusto. Private markets investors have been entering this space to meet these huge funding needs. While there are numerous opportunities for investors, there are also question marks over whether it will be possible to connect these projects to the grid, paired with regulatory and supply chain issues.