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Avoiding Past Infrastructure Bubbles: Cautious Approach to AI-Driven Power Sector Investments
ByAinvest
Friday, Nov 7, 2025 6:39 am ET1min read
Investors are cautiously betting on the power sector boom, driven by demand for electricity to power data centers, according to bankers and fund managers. They have avoided past infrastructure excesses, with a disciplined approach to capital allocation, as seen during S&P Global's Financing U.S. Power Conference in Houston.
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