Moreover, across geographical regions, certain infrastructure categories are growing notably driven by the dual forces of the global energy transition and demand growth. In the United States, after almost 15 years of growth below 1 percent, power demand is expected to increase by affordability, energy supply chain issues, extreme weather, labor availability, project permit bottlenecks, and resource adequacy. Nearly $7 trillion in data center investment (part of digital infrastructure) may be needed through 2030 to keep pace with the demand for compute power. sectors account for about 40 percent of the $106 trillion needed),the composition of recent infrastructure deals by value, with the digital and telecommunications sector capturing an additional quarter of total infrastructure deal activity (Exhibit 1). At the moment, the scale and speed of required capital deployment in these spaces may favor private investment, as public