“We're going to look back on 2025 as a historic inflection point, with tremendous amounts of capital going into AI infrastructure projects at a scale that we just haven't seen in decades,” says Rebecca Kruger, partner in the Natural Resources Group in Investment Banking.

In this episode of The Insight, Kruger discusses the convergence of two diametrically opposed industries: the power sector, characterized by long-term investments, a slow pace of change, and a focus on reliability and affordability – and the technology sector, powered by an ethos of "move fast and break things."  The rapid expansion of data centers and proliferation of AI infrastructure projects is creating an unprecedented power demand – and the emerging partnerships across these two sectors are paving the way for mega-scale projects to come.  

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