Roundtable: The Growth Story of a Lifetime
Roundtable: The Growth Story of a Lifetime
Type of Insights: Commentary
Sadek Wahba Joins Bloomberg TV to Discuss Infrastructure Needs in the AI Era
Sadek Wahba joined Bloomberg TV to discuss infrastructure needs amid the AI data center boom with host Matt Miller. Sadek noted the demand for infrastructure and will continue to be enormous as the amount of electric consumption from AI data centers needed by 2030 is equivalent to Japan’s electric consumption. Sadek said investors are looking […]
Which Infra Managers Are Generating Pure Alpha?
A new platform launched by Scientific Infra & Private Assets assesses just how much infra funds are outperforming the markets they operate in. In Infrastructure Investor’s LP Perspectives survey released in February this year, one of the top concerns among LPs was performance issues. Specifically, 21 percent of investors reported that their infrastructure portfolios have […]
Sadek Wahba – I Squared Capital: Greece has all the makings to become the Singapore of Europe
In a recent interview with a Greece’s agenda-setting Sunday newspaper, Prota Thema, Sadek Wahba, Chairman and Managing Partner, I Squared Capital, highlights Greece’s unique potential to become “the Singapore of Europe.” He pointed to the country’s strategic location, human capital, and administrative progress as key assets. Dr. Wahba went on to argue that what Greece now […]
I Squared CEO on the AI boom: ‘I politely decline’
Sadek Wahba spoke to Semafor about his decision to “politely decline” the current AI data-centre boom. He cautioned that unproven economics, rapid technological churn and severe resource constraints — from power and water to long lead-time turbines — create material downside risk for investors if revenue fails to catch up with capacity. Read more here.
I Squared Capital Recognized Among Top Infrastructure Managers for Persistent Alpha Generation
I Squared Capital has been recognized by Scientific Infra & Private Assets as a 2025 Private Alpha Award winner, ranking among the world’s top infrastructure managers for its persistent, market-leading alpha generation. Read the full article here.
A Dynamic Moment for Infrastructure Investing
Gautam Bhandari discusses current infrastructure investment trends, highlighting how industrialization, digitalization, and the energy transition are influencing activity and shaping developments in the mid-market segment. Read the full article here.
The Murky Economics of the Data-Centre Investment Boom
Gautam Bhandari spoke to The Economist on the fast-rising wave of AI data-centre investment. He notes that while abundant land and renewable energy are driving construction in new regions, the pace of innovation may outstrip asset life cycles—creating both opportunity and risk for investors. Read more here.
Sadek Wahba Joins Nasdaq TradeTalks to Discuss Cross-Border Joint Ventures and Alliances, Global Trade, and Localization
Dr. Sadek Wahba, Chairman & Managing Partner of I Squared Capital and Nicolas Rubio, CEO of the Americas at Meridiam, join Jill Malandrino on Nasdaq TradeTalks to discuss the crucial role of cross-border joint ventures and alliances, global trade, localization, and digital ecosystems. Watch the full video here.