According to Olivia Wassenaar, Partner and Head of Sustainability & Infrastructure at Apollo Global Management, the AI revolution is driving an unprecedented surge in power demand that traditional generation cannot match, creating what the firm's 2026 Infrastructure Outlook calls one of the most attractive opportunity sets in private markets as data centers' share of US electricity consumption is expected to double by 2030 and quadruple over the following decade.

In Brief: Pooja Goyal, Partner and CIO of Carlyle's Infrastructure Group, shared her strategic approach to energy transition and...