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Phase 28

Infrastructure Capital Intelligence

Track institutional money flowing into infrastructure, renewables, transmission, data centers, and storage.

Aggregate AUM
$696B
across 6 funds
YTD Deployed
$62.4B
infra + power
Accelerating
3
funds expanding
Sectors Tracked
6
DC · TX · Renew · Storage · Fiber · Gas
28.1

Fund Activity Monitor

6 institutional players
Blackstone Infrastructure
AUM $95B · YTD $11.4B
● Accelerating

Power-constrained AI hubs + transmission

Deployment intensity12%
DCTransmissionRenewables
Brookfield Asset Management
AUM $220B · YTD $18.2B
● Accelerating

Utility-scale renewables + grid

Deployment intensity8%
RenewablesStorageUtilities
KKR Global Infrastructure
AUM $71B · YTD $6.8B
● Steady

Hyperscaler co-investment

Deployment intensity10%
DCFiber
BlackRock GIP
AUM $170B · YTD $14B
● Accelerating

Behind-the-meter + LNG bridge

Deployment intensity8%
Gas PeakersDCTransmission
Apollo Global Management
AUM $60B · YTD $4.1B
● Steady

Distressed queue positions + land

Deployment intensity7%
LandDC
DigitalBridge
AUM $80B · YTD $7.9B
● Cooling

Pure-play digital infra + edge

Deployment intensity10%
DCTowersFiber