Apollo's Dylan Foo on Infrastructure Investing

The video discusses the current state of infrastructure investments, highlighting their significance in supporting global economic growth and societal needs. It compares infrastructure developments in Europe and the US, focusing on transportation, energy security, and communications. The discussion extends to digital infrastructure, emphasizing the role of data centers, AI, and wireless technology in meeting the increasing demand for data.

What is a key factor driving the growth of infrastructure investments globally?

• Decreasing societal needs

• Global economic growth

• Decline in transportation assets

• Reduction in capital expenditure

Which type of infrastructure is considered a relatively new asset class?

• Energy infrastructure

• Transportation infrastructure

• Water infrastructure

• Communications infrastructure

What is a significant component of digital infrastructure?

• Highways

• Data centers

• Railways

• Bridges

How does AI impact the demand for digital infrastructure?

• It significantly increases the need for data processing and storage

• It has no impact on digital infrastructure

• It reduces the need for data centers

• It decreases the need for data processing

Why is significant capital investment needed for future digital infrastructure?

• To support decreasing digital needs

• To maintain current infrastructure without upgrades

• To meet the increasing digital needs of society

• To reduce the number of data centers