{"id":19286,"date":"2026-02-09T08:03:29","date_gmt":"2026-02-09T08:03:29","guid":{"rendered":"https:\/\/assetphysics.com\/?p=19286"},"modified":"2026-02-12T10:02:06","modified_gmt":"2026-02-12T10:02:06","slug":"the-convergence-of-digital-and-clean-power-infrastructure","status":"publish","type":"post","link":"https:\/\/assetphysics.com\/de\/the-convergence-of-digital-and-clean-power-infrastructure\/","title":{"rendered":"The convergence of digital and clean power infrastructure"},"content":{"rendered":"\n\n\n\t
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By Dr. James Tyrrell, Robin Martin and Miriam Uebel<\/h2>\n\t\t\t\n\n\t\t\t\n\t\t\t\t
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Digital and clean power infrastructure are both expanding rapidly, driven by artificial intelligence (AI) adoption, cloud computing, and electrification. Our recent research paper explains why we believe these trends can create structural growth opportunities for investors and are accelerating convergence between these asset classes.<\/h3>\n

Digitalisation and decarbonisation are reshaping the global economy, fuelling demand for digital and clean power infrastructure. Independently, these assets aim to offer compelling prospects: rising cloud computing and AI adoption are boosting data centre power needs, while overall clean energy demand is rising due to the increased presence of data centres, electric vehicles, and wider electrification.<\/p>\n

Our recent paper explores how these asset classes are converging both physically and financially.\u00a0Physical convergence<\/strong>\u00a0considers asset capabilities, constraints, and supply chain overlaps.\u00a0Financial convergence<\/strong>, on the other hand, examines how shared drivers influence investment returns. While we approached the matter from an equity perspective, many considerations apply across both debt and equity. As the investible universe expands and exposure rises, we believe understanding this convergence becomes increasingly critical.<\/p>\n

You can read the full paper\u00a0here<\/a>.<\/strong><\/p>\n

More about Dr. James Tyrrell, Private Markets Research Analyst<\/strong>
\n<\/span>James joined L&G in 2024 as a researcher and has a strong background in technology and inno<\/span>vation. <\/span>LGIM: Dr. James Tyrrell<\/a><\/span><\/p>\n

More about Robin Martin, Global Head of Investment Strategy & Research, Real Assets<\/strong>
\nRob is Global Head of Investment Strategy and Research for Real Assets, having joined LGP in October 2006. Prior to this, he worked for Hammerson\u2026 LGIM Blog \u2013 Robin Martin, Global Head of Investment<\/a><\/span><\/p>\n


\n<\/span>Disclaimer:<\/strong>\u00a0Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author\u2019s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.<\/p>\n

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Digital and clean power infrastructure are both expanding rapidly, driven by artificial intelligence (AI) adoption, cloud computing, and electrification. Our recent research paper explains why we believe these trends can create structural growth opportunities for investors and …<\/p>\n","protected":false},"author":100,"featured_media":19237,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_co_authors":[],"ai_segment_trends":"","ai_segment_news":"","footnotes":""},"categories":[37,8,24,16,31],"tags":[224,767,167],"type_content":[659,18,21],"class_list":["post-19286","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-energy","category-infrastructure","category-markets","category-private-debt","category-private-equity","tag-private-markets","tag-real-assets","tag-technology","type_content-analysis","type_content-article","type_content-report"],"acf":{"homepage_featured_article":true},"_links":{"self":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/19286","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/users\/100"}],"replies":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/comments?post=19286"}],"version-history":[{"count":3,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/19286\/revisions"}],"predecessor-version":[{"id":19327,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/19286\/revisions\/19327"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media\/19237"}],"wp:attachment":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media?parent=19286"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/categories?post=19286"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/tags?post=19286"},{"taxonomy":"type_content","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/type_content?post=19286"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}