Ep. 114 | How AI Is Reshaping Energy Infrastructure Investment — Louay DaCosta, Macquarie Asset Management
Catherine recently spoke with Louay DaCosta, Vice President at Macquarie Asset Management, about what infrastructure investors should be paying closer attention to as growing demand from AI reshapes energy infrastructure.With transmission interconnection timelines often stretching 5+ years, Louay sees growing opportunities for battery storage and on-site generation as developers look to bring data centers online faster. Louay also discussed how AI is raising the bar for investors, highlighting that competitive advantage will come from thinking creatively about the interaction between policy, pricing, and physical infrastructure to identify differentiated investment opportunities.If you’re a clean energy employer and need help scaling your workforce efficiently with top tier staff, contact Catherine McLean, CEO & Founder of Dylan Green, directly on LinkedIn: https://bit.ly/3odzxQr. If you're exploring your next opportunity in clean energy, browse the latest openings from our industry leading clients: bit.ly/dg_jobs.




