Resolution Capital says listed REITs, regulated utilities offer cleaner AI data center exposure than private capital

By Public Technologies
  • Resolution Capital flagged AI workloads as a new demand driver for data centers, with GPU-heavy facilities pushing electricity consumption to record levels.
  • Power availability emerged as the binding constraint, shifting investor focus upstream to generation, transmission, grid assets that support data center growth.
  • Public markets seen as a more flexible route than private vehicles, which can carry lockups, high minimums, limited asset-level transparency.
  • Listed data center REITs viewed as lower residual-value risk than single hyperscale sites, citing diversified portfolios in Tier 1 connectivity hubs.
  • Regulated US utilities highlighted as durable AI exposure, with Entergy Louisiana’s authorized 9.7% ROE and at least USD 20 billion buildout.


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