Publication date: April 7, 2024
Forecasting Infrastructure's Future: AI's Upstream Impact

Forecasting Infrastructure's Future: AI's Upstream Impact

Investor Steve Eisman outlines four core themes propelling infrastructure growth including AI, energy transition, and manufacturing reshoring.

Energy Markets

A notable shift towards sustainable and resilient infrastructure investment is being spearheaded by Steve Eisman, famed for his predictions during the 2008 financial crisis. Eisman highlights artificial intelligence (AI) demand, electric grid modernization, manufacturing onshoring, and environmental sustainability as key factors driving a forthcoming infrastructure boom. These trends suggest a burgeoning opportunity for the energy sector, focusing on green energy solutions and technological advancements in grid infrastructure to meet the evolving demands.