Type of Insights: Commentary

Q&A with Bloomberg: Mohamed El Gazzar on AI-Adjacent Bets

Artificial intelligence is driving a surge in demand for digital infrastructure, but the most compelling opportunities may lie beyond the obvious. In this Q&A with Bloomberg, Mohamed El Gazzar, Senior Partner at I Squared Capital, discusses the firm’s approach to investing in AI-adjacent assets—focusing on the underlying infrastructure that enables the sector’s growth. Rather than […]

Written by on January 20, 2026

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 […]

Written by on November 7, 2025

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 […]

Written by on November 5, 2025

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 […]

Written by on October 29, 2025