AI, Hungry for More than Data

U.S. Data Center Demand Forecast

AI, data center and digital platform disruptions are already changing pricing models and cost structures across industries. With data center demand conservatively forecasted to be at an 18% compound annual growth rate from 2022-2028 in the U.S., the ability to meet this demand (or not) will separate the winners from the losers. 

We believe investors in select renewable power generation and companies supporting the data center buildout are well-positioned for future growth. With the AI revolution moving towards us like a freight train, active portfolio management matters more than ever.  

Learn more about Hamilton Lane's approach to Impact and Infrastructure investing.