E420: Why Infrastructure Is a $40 Trillion Opportunity

2026-08-24 · 69 min · episode 420 · 7 entities

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→ discusses Business company

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Feed category: Investing

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mentioned Investing concept

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mentioned Why Infrastructure Is a $40 Trillion Opportunity concept

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E420: Why Infrastructure Is a $40 Trillion Opportunity
discusses Investing concept

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Feed category: Investing

persons 2

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Feed author/publisher: David Weisburd
hosted by David Weisburd person

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Feed author/publisher: David Weisburd

companys 2

mentioned Business company

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evidence rules-v5
Feed category: Business
discusses Business company

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evidence rules-v5
Feed category: Business

Episode description as stored

What if the biggest AI investment opportunity isn’t AI companies, but the infrastructure required to make AI possible? David sits down with Stuart Waugh, Managing Partner of Northleaf Capital Partners, to explore why the AI boom is creating massive demand for power, data centers, communications networks, and other essential infrastructure. Stuart explains why Northleaf estimates roughly $40 trillion of infrastructure investment will be needed across its addressable markets over the next decade, and why governments increasingly need private capital to help fund it.