Private investment in infrastructure is stabilizing, with Boston Consulting Group’s latest report highlighting a surge in AI and digital infrastructure spending. Data centers alone attracted a record $50B in 2024, up from $11B in 2020. Despite cautious fundraising, investor interest in energy transition and AI-driven assets remains strong. With capital deployment expected to accelerate in 2025, digital transformation and renewables are shaping the future of infrastructure investment.
Oracle is injecting $5 billion into the UK’s cloud infrastructure over the next five years, reinforcing its role in AI-driven innovation. The investment will expand Oracle Cloud Infrastructure’s footprint, supporting businesses and government AI initiatives. With two existing cloud regions in London and Wales, Oracle aims to enhance productivity, security, and growth, aligning with the UK’s vision for AI leadership.