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...GIP is targeting $25bn for its latest infrastructure fund, while Blackstone has set a goal to manage more than $100bn in infrastructure....
...“Around that time they were hunting quite a few researchers and trying to build the infrastructure for training these models,” Salakhutdinov told the FT....
...Launched in 2011 by the Collison brothers, Stripe’s core business is building payments infrastructure for start-ups and more established enterprises....
...What has subdued infrastructure investing is rising interest rates. Infrastructure investment has never been a high-returns business; its appeal is regular annual yields....
...“The global need for infrastructure combined with high deficits constraining government spending creates unprecedented opportunity for private capital to invest in infrastructure,” he and BlackRock president...
...“Our leadership in AI research and infrastructure, and our global product footprint, position us well for the next wave of AI innovation,” he added....
...Earlier this month, Fink revealed that he had finally found it with the acquisition of a private capital firm, Global Infrastructure Partners....
...Musk’s commitment to artificial intelligence was evident in a big jump in “AI infrastructure capex” to $1bn, resulting in cash flow of negative $2.5bn in the period....
...“Turkish aviation was on the rise since before the pandemic . . . in terms of infrastructure and Turkish carriers [also] had the appetite to grow....
...He noted that “nation state actors” and “ransomware teams” were “locking in” on healthcare and other infrastructure. A cynic might argue that such warnings are not new....
...Infrastructure Investing today spans from toll roads to energy assets and semiconductor factories....
...But for those building cloud infrastructure, investors took even bolder AI spending plans in their stride....
...The notion that a Model 2 might be built in new factories in Mexico or elsewhere have been replaced with vague commitments to retool existing infrastructure and production lines....
Plus, Elliott faces its own boardroom challenge and a new twist in a UK infrastructure disaster
High Court upholds PDT’s claims across three parts of former steelworks site
...financial plumbing The supposedly bulletproof capital structure used to finance Thames Water isn’t looking so solid.The finances backing the UK’s largest water utility and much of the country’s crucial infrastructure...
...The acquisition will make BlackRock the world’s second-largest manager of private infrastructure asset, and boost the leadership of its alternatives business....
...The money will act as seed capital for a variety of funds invested in public equities and bonds as well as alternative assets, such as private credit and infrastructure....
...It has the means to see off low-priced competitors while working on charging infrastructure and more affordable vehicles. Musk’s plans are as bombastic as ever....
...Buyers have proved happy to switch to EVs if the price and the infrastructure are right....
...Fink highlighted BlackRock’s enthusiasm for private markets and infrastructure, where the firm aims to capitalise on global investment in decarbonisation and digitisation....
...Brookfield, which manages $850bn in assets, is best known for investing in real estate and traditional infrastructure assets such as ports and toll roads....
...Global Infrastructure Partners was different....
...Two scoops to start: US private equity group General Atlantic has agreed to buy London-based infrastructure fund manager Actis, confirming a previous Financial Times report....
...A new Big Read looks at how infrastructure has become a favoured area for investment, for example from pension funds looking for yield and protection against market volatility....
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