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PPB Featured in Wealth Management.com’s 2026 Market Outlook

Powering the AI Economy: The Infrastructure Behind the Boom

As artificial intelligence reshapes the global economy, its most critical dependency is becoming clear: energy. PPB Capital Partners recently explored this theme in Wealth Management’s 2026 Market Outlook, examining the energy and infrastructure assets quietly enabling the AI boom. After decades of flat electricity demand, AI workloads, hyperscale data centers, and electrification are now driving unprecedented strain on generation, transmission, and storage infrastructure.

Energy infrastructure is emerging as a compelling “picks and shovels” opportunity—providing the physical backbone that makes digital transformation possible and supporting a long-duration investment cycle with durable cash flows. Three reasons this theme is increasingly difficult to ignore:

• AI is a physical business: Digital innovation now depends on massive, always-on energy systems.
• Infrastructure is the bottleneck: Reliable power, pipelines, and grid assets are critical to sustaining AI-driven growth.
• A long-duration investment cycle: Rising electricity demand supports resilient, long-term cash flows across energy and infrastructure assets.

*Click here for the full outlook

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