How will all the spending on AI translate to bottom-line results? Infratil CEO Jason Boyes spends his days and nights thinking about data centers, and he has thoughts about where investors could see real returns.

We’re talking about the “defensive” nature of Infratil’s $11B infrastructure portfolio, and the impacts Jason anticipates from interest rate rises and shifting geopolitics. Hear about the outlook for portfolio assets from solar farms in Texas to runways in Wellington, and what’s different about the cooling technology in Infratil’s Canberra Data Centres.

Plus, why Jason believes the market is still sleeping on US renewable energy developer, Longroad.

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