{"id":5369,"date":"2025-03-20T18:14:29","date_gmt":"2025-03-20T18:14:29","guid":{"rendered":"https:\/\/alterdomus.com\/?post_type=insights&#038;p=5369"},"modified":"2025-04-29T14:41:24","modified_gmt":"2025-04-29T13:41:24","slug":"how-data-centers-and-renewables-are-reshaping-infrastructure","status":"publish","type":"insights","link":"https:\/\/alterdomus.com\/insight\/how-data-centers-and-renewables-are-reshaping-infrastructure\/","title":{"rendered":"Broadening horizons: how data centers and renewables are reshaping infrastructure"},"content":{"rendered":"\n<div class=\"wp-block-filter-blocks-container filter-article-header-container filter-article-news has-ffeec-8-background-color has-background\"><div class=\"filter-container\" style=\"background-color:#ffeec8\"><div class=\"filter-container-background-image\" style=\"background-position:center center;background-repeat:no-repeat;background-size:cover\"><\/div><div class=\"container\"><div class=\"filter-container--inner filter-block-wrapper\">\n<div class=\"wp-block-filter-blocks-section is-style-standard\"><div class=\"filter-section\"><div class=\"filter-section--inner\">\n<p class=\"has-large-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--xl)\">Analysis<\/p>\n\n\n<h1 style=\"margin-bottom:var(--wp--preset--spacing--m);\" class=\"wp-block-post-title has-x-large-font-size\">Broadening horizons: how data centers and renewables are reshaping infrastructure<\/h1>\n\n\n<p class=\"has-small-font-size\"><em>Data centers and renewable energy have been two of the fastest growing infrastructure subsectors.<\/em><\/p>\n\n\n\n<p class=\"has-small-font-size\"><em>In the fourth article in a five-part infrastructure series Alter Domus looks into what has driven the expansion of these two assets classes, how they are reshaping what is defined as infrastructure, and why future growth in data centers and renewables will be closely interlinked.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-filter-primary-color has-alpha-channel-opacity has-filter-primary-background-color has-background is-style-default\" style=\"margin-top:var(--wp--preset--spacing--2-xl);margin-bottom:var(--wp--preset--spacing--m)\"\/>\n\n\n\n<div class=\"wp-block-columns filter-article-meta-container is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"has-text-align-right wp-block-post-date has-small-font-size\"><time datetime=\"2025-03-20T18:14:29+00:00\">20 March 2025<\/time><\/div><\/div>\n<\/div>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-filter-blocks-container wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"filter-container\"><div class=\"filter-container-background-image\" style=\"background-position:center center;background-repeat:no-repeat;background-size:cover\"><\/div><div class=\"container\"><div class=\"filter-container--inner filter-block-wrapper\">\n<div class=\"wp-block-filter-blocks-section is-style-standard\"><div class=\"filter-section\"><div class=\"filter-section--inner\"><figure style=\"height:250px;\" class=\"wp-block-post-featured-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2560\" height=\"1447\" src=\"https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/chess-pieces-scaled.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Strategic chess pieces symbolizing investor considerations in syndicated loan and private credit decisions.\" style=\"border-radius:32px;height:250px;object-fit:cover;\" srcset=\"https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/chess-pieces-scaled.jpg 2560w, https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/chess-pieces-300x170.jpg 300w, https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/chess-pieces-1024x579.jpg 1024w, https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/chess-pieces-768x434.jpg 768w, https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/chess-pieces-1536x868.jpg 1536w, https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/chess-pieces-2048x1157.jpg 2048w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n<p>Data centers and renewable energy have emerged as two of the fastest growing sub-sectors within the infrastructure asset class.<\/p>\n\n\n\n<p>The digitalization the economy and the transformative impact of generative AI on society and business has seen a surge in demand for data, which is forecast to climb from just two zettabytes in 2010 to 2142 zettabytes by 2035, according to <a href=\"https:\/\/www.cbreim.com\/insights\/articles\/decoding-data-centers\" target=\"_blank\" rel=\"noreferrer noopener\">CBRE Investment Management analysis<\/a>.<\/p>\n\n\n\n<p>The exponential increase in data demand has in turn driven unprecedented levels of investment and growth in the data center market. According to <a href=\"https:\/\/www.blackrock.com\/institutions\/en-us\/literature\/whitepaper\/2025-private-markets-outlook-stamped.pd\" target=\"_blank\" rel=\"noreferrer noopener\">Blackrock<\/a> the data center market is expanding at a compound annual growth rate of 22 percent and will reach 291 GW by 2030, while data center M&amp;A reached an all-time high of $73 billion in 2024, according to <a href=\"https:\/\/tinyurl.com\/mrpfd66t\">Synergy Research<\/a>.<\/p>\n\n\n\n<p>Growth in renewable energy market, meanwhile, has been spurred by initiatives to reduce carbon emissions, strengthen energy security, and transition the global energy system off hydrocarbons in order to mitigate the risks of climate change. According to the <a href=\"https:\/\/www.iea.org\/reports\/world-energy-investment-2024\/overview-and-key-findings\" target=\"_blank\" rel=\"noreferrer noopener\">International Energy Agency (IEA)<\/a>, the ratio of clean power to investment to hydrocarbon investment has increased from 2:1 in 2015 to 10:1 in 2024, with global renewable energy capacity <a href=\"https:\/\/iea.blob.core.windows.net\/assets\/17033b62-07a5-4144-8dd0-651cdb6caa24\/Renewables2024.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">expected to expand<\/a> by 2.7 times by 2030.<\/p>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Changing the face of infrastructure<\/strong><\/p>\n\n\n\n<p>The growth of data centers and renewables reflects the changing way investors and dealmakers are thinking about infrastructure, driven by evolving <a href=\"https:\/\/alterdomus.com\/insight\/global-infrastructure-outlook\/\" target=\"_blank\" rel=\"noreferrer noopener\">infrastructure trends<\/a> that emphasize sustainability and long-term value.<\/p>\n\n\n\n<p>Traditionally infrastructure has been defined as an asset class focused on \u201chard\u201d assets in the built environment, like roads, railways, and utilities, but the combination of rapid advances in digital technology, growing sensitivity to climate change risk and increasing electric vehicle use, is reframing how governments, investors and consumers think about essential services.<\/p>\n\n\n\n<p>These megatrends are broadening out the scope for where and how infrastructure funds invest, with <a href=\"https:\/\/am.gs.com\/en-gb\/advisors\/insights\/article\/2024\/an-infrastructure-evolution-from-roads-and-bridges-to-renewables-and-5G\">Goldman Sachs Asset Management noting<\/a> that there is more scope for infrastructure funds to invest in assets with a wider variety of risk profiles, at different points in their development cycle.<\/p>\n\n\n\n<p>The emergence of data centers and renewables in the infrastructure mix are illustrative of how infrastructure has expanded beyond its core and core-plus base, where investors target classic, mature assets with long-term contracted revenues that deliver steady yields, into value-add infrastructure, where assets require investment and enhancements; and opportunistic infrastructure, where investors will take on <a href=\"https:\/\/tinyurl.com\/268mhj74\">construction and development risk<\/a>.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Data centers and renewables can straddle the full infrastructure risk curve, with managers either targeting the steady yields on offer from established renewable energy and data center assets characterized by contracted revenue streams and inelastic demand, all the way through to higher returning value-add and opportunistic plays, where infrastructure investors will either digitalize and decarbonize existing assets, or finance the construction of new data centers, wind and solar farms.<\/p>\n\n\n\n<p>Data centers and renewables do present the key infrastructure investment characteristics (defensive, predictable cashflows and returns with a low correlation to market cycles and other asset classes), but in different shades.<\/p>\n\n\n\n<p>This means that the lines between infrastructure and other asset classes, such as real estate, can often blur and overlap.<\/p>\n\n\n\n<p>Data centers, for example, provide an essential service, and have high barriers to entry and have long-term contracts, which puts them squarely in the infrastructure bucket; but also exhibit real estate characteristics, as they will usually be leased to third-parties and their relative attractiveness will be determined by location, access to utilities, and permitting sign-offs, <a href=\"https:\/\/www.cbreim.com\/insights\/articles\/decoding-data-centers\">according to CBRE Investment Management<\/a>. &nbsp;<\/p>\n\n\n\n<p>For investors and dealmakers, it is important to have an investment framework in place that is flexible and can accommodate any natural overlaps between infrastructure and other asset class, but also <a href=\"https:\/\/am.gs.com\/en-gb\/advisors\/insights\/article\/2024\/an-infrastructure-evolution-from-roads-and-bridges-to-renewables-and-5G\">precise enough to avoid strategy drift<\/a>.<\/p>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Intertwined fortunes<\/strong><\/p>\n\n\n\n<p>As the data center and renewables asset classes continue to evolve and expand, their progression will become increasingly intertwined.<\/p>\n\n\n\n<p>The single biggest bottleneck to meeting data center demand will be access to power. Data centers are heavily power consumptive. In the US, for example, data centers currently account for 2.5 percent of total US electricity consumption, and close to a fifth of power generation in Northern Virginia, where around half of the US\u2019s data center infrastructure is located, according to <a href=\"https:\/\/www.cbreim.com\/insights\/articles\/decoding-data-centers\" target=\"_blank\" rel=\"noreferrer noopener\">CBRE Investment Management<\/a>. By 2023 data centers could account for 7.5 percent of US electricity consumption.<\/p>\n\n\n\n<p>Linking data center assets up to the power grid, however, is complex process, with timelines for securing permits and adding to grid capacity running from anywhere between <a href=\"https:\/\/www.cbreim.com\/insights\/articles\/decoding-data-centers\">5 and fifteen years<\/a>.<\/p>\n\n\n\n<p>Grid bottlenecks can pitch data center developers against other, as new renewable energy assets are also faced with long lead times and delays to secure access. <a href=\"https:\/\/www.cbreim.com\/insights\/articles\/decoding-data-centers\">CBRE Investment Management notes<\/a> that in the US alone close to 1,600 gigawatts of electricity generation capacity \u2013 mainly from wind, solar and storage \u2013 is awaiting the regulatory green light to access the power grid.<\/p>\n\n\n\n<p>But while data centers and renewable may be scrambling against each other for scarce grid access in some cases, there is also growing cooperation between the two assets classes to meet their respective requirements.<\/p>\n\n\n\n<p>Data center users, for example, are working with renewable energy providers to offset emissions from their energy intensive operations. Bringing on additional renewable power capacity will be crucial for data center growth.<\/p>\n\n\n\n<p><a href=\"https:\/\/tinyurl.com\/3sw9dfbt\">According toMcKinsey<\/a><em>, <\/em>hyperscale data center operators are among the biggest backers of 24-7 renewable energy power purchase agreements (PPAs) (where energy users commit every hour of electricity consumption with hydrocarbon free generation) with these PPAs filling the gap left by government-backed subsidies and tax credits that funded the roll-out of renewable energy projects, but have gradually been rolled back as renewable energy has matured and become more competitive with <a href=\"https:\/\/www.mckinsey.com\/industries\/electric-power-and-natural-gas\/our-insights\/how-hyperscalers-are-fueling-the-race-for-24-7-clean-power\">hydrocarbon power generation<\/a> on price.<\/p>\n\n\n\n<p>Google, for example, plans to purchase clean energy 24 hours a day on every grid it draws power from. In 2024, for example, the technology giant signed up to its largest PPA deal ever, buying up 470MW of offshore win capacity to power its Dutch operations. Microsoft has agreed a similar deal in Sweden, while Amazon is now one of the single biggest corporate buyers of renewable energy in the world, backing over 500 projects with annual generation capacity of 77,000 GwH, according to <em><a href=\"https:\/\/www.mckinsey.com\/industries\/electric-power-and-natural-gas\/our-insights\/how-hyperscalers-are-fueling-the-race-for-24-7-clean-power\" target=\"_blank\" rel=\"noreferrer noopener\">Data Center Dynamics<\/a>.<\/em><\/p>\n\n\n\n<p>For renewable energy project developers, the strong demand from data centers for clean energy ensures that they have a ready-baked market for their output, with PPA deals securing long-term contracted revenues at a set price for all their energy production.<\/p>\n\n\n\n<p>PPA deals, however, are not only a way for data centers to offset fossil fuel power consumption. Data centers and renewables providers are also developing new models to supply clean energy to data centers directly.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.datacenterdynamics.com\/en\/analysis\/do-ppas-have-a-future-in-the-data-center-sector\/\">Data Power Optimization (DPO)<\/a>, for example, focuses on aligning the location of data centers with so-called \u201cstranded\u201d renewables assets in remote ocean and desert locations, where there is plenty of wind and sun, but it is difficult to transmit this energy to populous urban areas where its required.<\/p>\n\n\n\n<p>Matching up these locations with data centers solves for the grid access issues a data center may encounter, as well as given the data center direct access to clean energy, while ensuring that the renewable energy provider has a buyer for its production.<\/p>\n\n\n\n<p>Indeed, <a href=\"https:\/\/www.datacenterdynamics.com\/en\/analysis\/do-ppas-have-a-future-in-the-data-center-sector\/\"><em>Data Center Dynamics <\/em>reports<\/a> that technology companies are teaming up earlier with renewable energy developers earlier in the development of renewable energy projects to secure long-term energy supply deals for their data centers directly. As demand energy-hungry data centers continues on its upward trajectory, renewables power provision will be a crucial lever for meeting this energy ask. Infrastructure investors targeting one of these asset classes will find that its long-term progress is becoming inextricably linked with the other.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-group filter-social-sharing-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<ul class=\"wp-block-outermost-social-sharing has-normal-icon-size has-icon-color is-style-logos-only is-content-justification-center is-layout-flex wp-container-outermost-social-sharing-is-layout-a81ec03e wp-block-social-sharing-is-layout-flex\" style=\"margin-top:var(--wp--preset--spacing--m)\"><li style=\"color: #073540; \" class=\"outermost-social-sharing-link outermost-social-sharing-link-linkedin has-filter-primary-color wp-block-outermost-social-sharing-link\">\n\t<a 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style=\"margin-bottom:var(--wp--preset--spacing--xl)\">Insights<\/h2>\n\n\n  \n<div class=\"filter-latest-insights-container filter-block-wrapper test\" style=\"\">\n    <div class=\"filter-latest-insights-list-inner order-news-event-news\">\n\n        <article class=\"filter-single-insight-item\">\n  <div class=\"filter-single-insight-item-image\"><img decoding=\"async\" width=\"1024\" height=\"652\" src=\"https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/Technology-man-holding-ipad-showing-data-1024x652.jpg\" class=\"attachment-large size-large\" alt=\"technology man holding iPad showing data scaled\" srcset=\"https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/Technology-man-holding-ipad-showing-data-1024x652.jpg 1024w, https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/Technology-man-holding-ipad-showing-data-300x191.jpg 300w, https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/Technology-man-holding-ipad-showing-data-768x489.jpg 768w, https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/Technology-man-holding-ipad-showing-data-1536x979.jpg 1536w, https:\/\/alterdomus.com\/wp-content\/uploads\/2023\/09\/Technology-man-holding-ipad-showing-data-2048x1305.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/div>\n  <div class=\"filter-single-insight-item-inner\">\n    <div class=\"filter-primary-post-term\"> Analysis<span class=\"dot\"><\/span>November 26, 2025 <\/div>\n    <h4 class=\"filter-single-insight-item-title\">Operational equity, powered by technology<\/h4>\n    <div class=\"filter-single-insight-item-link wp-block-buttons is-layout-flex\">\n      <div class=\"wp-block-button is-style-arrow\"> <a href=\"https:\/\/alterdomus.com\/insight\/operational-equity-powered-by-technology\/\" class=\"wp-block-button__link has-filter-secondary-color has-text-color wp-element-button\">Read article<\/a> <\/div>\n    <\/div>\n    <a class=\"stretched-link\" href=\"https:\/\/alterdomus.com\/insight\/operational-equity-powered-by-technology\/\" aria-label=\"Click to read Operational equity, powered by technology\"><\/a> <\/div>\n<\/article>\n<article class=\"filter-single-insight-item\">\n  <div class=\"filter-single-insight-item-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"615\" src=\"https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/08\/Corporate-Image-3-1024x615.png\" class=\"attachment-large size-large\" alt=\"\" srcset=\"https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/08\/Corporate-Image-3-1024x615.png 1024w, https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/08\/Corporate-Image-3-300x180.png 300w, https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/08\/Corporate-Image-3-768x461.png 768w, https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/08\/Corporate-Image-3.png 1386w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/div>\n  <div class=\"filter-single-insight-item-inner\">\n    <div class=\"filter-primary-post-term\"> Analysis<span class=\"dot\"><\/span>November 24, 2025 <\/div>\n    <h4 class=\"filter-single-insight-item-title\">Illiquid, Not Inaccessible: How Fund Operations are Catching Up with Investor Demand<\/h4>\n    <div class=\"filter-single-insight-item-link wp-block-buttons is-layout-flex\">\n      <div class=\"wp-block-button is-style-arrow\"> <a href=\"https:\/\/alterdomus.com\/insight\/illiquid-not-inaccessible-how-fund-operations-are-catching-up-with-investor-demand\/\" class=\"wp-block-button__link has-filter-secondary-color has-text-color wp-element-button\">Read article<\/a> <\/div>\n    <\/div>\n    <a class=\"stretched-link\" href=\"https:\/\/alterdomus.com\/insight\/illiquid-not-inaccessible-how-fund-operations-are-catching-up-with-investor-demand\/\" aria-label=\"Click to read Illiquid, Not Inaccessible: How Fund Operations are Catching Up with Investor Demand\"><\/a> <\/div>\n<\/article>\n<article class=\"filter-single-insight-item\">\n  <div class=\"filter-single-insight-item-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/09\/AD-colourMod-shutterstock_2507183429-1024x683.jpg\" class=\"attachment-large size-large\" alt=\"\" srcset=\"https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/09\/AD-colourMod-shutterstock_2507183429-1024x683.jpg 1024w, https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/09\/AD-colourMod-shutterstock_2507183429-300x200.jpg 300w, https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/09\/AD-colourMod-shutterstock_2507183429-768x512.jpg 768w, https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/09\/AD-colourMod-shutterstock_2507183429-1536x1024.jpg 1536w, https:\/\/alterdomus.com\/wp-content\/uploads\/2025\/09\/AD-colourMod-shutterstock_2507183429-2048x1366.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/div>\n  <div class=\"filter-single-insight-item-inner\">\n    <div class=\"filter-primary-post-term\"> Analysis<span class=\"dot\"><\/span>November 6, 2025 <\/div>\n    <h4 class=\"filter-single-insight-item-title\">Bridging the ABOR\/IBOR Gap: \nWhat Endowments and Foundations Operations Leaders Really Need<\/h4>\n    <div class=\"filter-single-insight-item-link wp-block-buttons is-layout-flex\">\n      <div class=\"wp-block-button is-style-arrow\"> <a href=\"https:\/\/alterdomus.com\/insight\/bridging-the-abor-ibor-gap-what-endowments-and-foundations-operations-leaders-really-need\/\" class=\"wp-block-button__link has-filter-secondary-color has-text-color wp-element-button\">Read article<\/a> <\/div>\n    <\/div>\n    <a class=\"stretched-link\" href=\"https:\/\/alterdomus.com\/insight\/bridging-the-abor-ibor-gap-what-endowments-and-foundations-operations-leaders-really-need\/\" aria-label=\"Click to read Bridging the ABOR\/IBOR Gap: \nWhat Endowments and Foundations Operations Leaders Really Need\"><\/a> <\/div>\n<\/article>\n            <\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":1593,"template":"","cat-insight-type":[142],"cat-sectors":[51],"cat-services":[],"class_list":["post-5369","insights","type-insights","status-publish","has-post-thumbnail","hentry","cat-insight-type-analysis","cat-sectors-infrastructure"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.2 (Yoast SEO v26.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Broadening horizons: how data centers and renewables are reshaping infrastructure - Alter Domus<\/title>\n<meta name=\"description\" content=\"Data centers and renewables are reshaping infrastructure. 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