The conversation then turned to the transformation of infrastructure into a technology-driven growth engine. David Lamming, Chair of Europe and Middle East at Plenary Asia, noted that AI and digitization are reshaping global infrastructure, driving investment into data centers, digital networks, and mobility projects that increasingly blur the line between infrastructure and technology. The same shift is reshaping energy – where energy transition is driving demand not only for renewables but for supporting assets such as battery storage, expanding the pipeline of AI-influenced projects.
He argued that these developments mark a broader rethinking of what infrastructure means. The focus is expanding beyond transport and utilities to include essential social infrastructure – health, housing, and urban resilience – that sustain human and economic activity.
In Asia, he observed, immense infrastructure demand combined with rising operational friction is pushing investors to seek reliable jurisdictions and dependable processes that allow projects to be shaped effectively and deliver predictable results for both developers and co-investors. Meeting these demands, he noted, requires closer alignment between investors and developers – building the partnerships, processes, and financing models needed to deliver digital and sustainable infrastructure at scale.
Bloomberg’s data and intelligence support this evolving infrastructure landscape, linking project development, ESG analytics, and capital-market insights to help investors identify resilient, tech-enabled growth opportunities.
