Enthusiasm for the artificial intelligence (AI) megatrend has largely focused on technology company beneficiaries. However, the investment teams with Brookfield’s Public Securities Group believe real asset companies that operate the backbone of the digital economy offer an attractive way to capitalize on the AI megatrend with potentially lower substitution and technology risks. In their view, significant investment will be required to upgrade the infrastructure and real estate needed to handle the insatiable appetite for data and resulting rapid increase in power demand. They see this powering opportunities across four key areas of the public real asset universe. Read more in the full Real Assets Quarterly.