The Infrastructure Arms Race: Financing the buildout of U.S. data centers and their power systems
AI Infrastructure Is Scaling Fast. Where is the capital required to finance coming from?
THE INFRASTRUCTURE ARMS RACE: FINANCING THE BUILDOUT OF U.S. DATA CENTERS AND THEIR POWER SYSTEMS
Investors and lenders are rapidly scaling exposure as AI-driven demand accelerates the buildout of hyperscale data centers and the energy systems required to power them.
Amid this surge, capital is being deployed against a backdrop of rising execution risk, power constraints, evolving financing structures, and increasing regulatory scrutiny.
This report explores how market participants are navigating these dynamics, highlighting the key risks, financing trends, and infrastructure opportunities shaping investment across U.S. data centers and power.
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