Sadek Wahba joins Infrastructure Investor to discuss AI infrastructure, geopolitical risk, energy security, resilience, and the evolving role of private wealth in infrastructure.

In the latest episode of the Infrastructure Investor podcast, Sadek Wahba, Chairman & Managing Partner of I Squared Capital, joins Bruno Alves for a wide-ranging discussion on the forces reshaping infrastructure investing.

Wahba argues that investors may be “sleepwalking” through the risks of the Iran war, underestimating its potential impact on inflation, energy markets, supply chains, and global capital flows.

The conversation also explores I Squared’s cautious approach to the AI infrastructure buildout, including concerns around capital intensity, contract structures, litigation risk, and whether AI data centers meet the test of essential infrastructure. Wahba outlines where the firm does see opportunity, including power generation backed by long-term power purchase agreements.

The episode also touches on energy security, resilience in infrastructure investing, and the growing role private wealth could play in expanding access to infrastructure as an asset class.

Listen to the full episode to hear Sadek Wahba’s perspective on navigating an increasingly complex global landscape:

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