In today’s Seaspray Private financial data insight, we examine the unprecedented scale of AI-related capital expenditure by global hyperscalers and the infrastructure implications of accelerated data centre growth. With Microsoft, Meta, Amazon and Alphabet collectively guiding towards $665bn in 2026 capex, AI investment is reshaping global power and water demand. We also explore investment opportunities in water management and infrastructure, supported by the recent outperformance of the Invesco S&P Global Water Index.
AI’s Infrastructure Demands: Energy, Water and Investment Opportunities
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