I Squared Capital is seeing better risk-adjusted returns in the energy sector compared to AI and data centers.

I Squared Capital has an investment portfolio of almost 6 gigawatts of behind-the-meter power.

The reindustrialization trend that began during the COVID-19 pandemic is increasing power consumption in the U.S., Europe, and Asia.

Canadian and Australian institutional investors allocate between 8% and 18% of their portfolios to infrastructure.

The average U.S. institutional allocation to infrastructure is currently close to 5%, an increase from 2.5% a year ago.

I Squared Capital invests in edge data centers rather than large language model (LLM) data centers.