AI Infrastructure
The compute, data centres, and power behind the AI build-out, among the most capital-intensive projects of the decade.
AI infrastructure, meaning data centres, compute capacity, and the power and connectivity that support them, is one of the largest and most capital-hungry build-outs of the decade. The economics are unlike traditional property or technology.
Power availability, cooling, location, the strength of offtake from hyperscalers or enterprises, and the pace of hardware change all determine whether a project is viable and fundable. MMCR assesses AI infrastructure projects on the fundamentals that actually decide returns, being power, demand, cost, and delivery, and arranges the debt funding to build them.
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