The Wrap: archive
Every The Wrap story in Infrastructure, newest first. 86 stories
4 stories
The IBD talent war opens a wirehouse front
Cetera pulled two groups from Commonwealth and Raymond James took a team from Wells Fargo on the same Monday. The fight for independent advisors now runs on two fronts.
John Laing's US water debut joins a broadening P3 pipeline
The week's P3 roundup runs from a North Carolina parking deck to Union Station, while Washington moves to expand infrastructure financing tools.
John Laing enters US water as Senate weighs new P3 tools
A debut US water investment and a Senate bill to expand infrastructure financing tools open two fresh entry points for private capital.
The energy transition trade is splitting in two
Large buyers are consolidating wind and solar platforms while new capital chases storage and grid stability. Hydrogen, without an offtaker, is left behind.
1 story
Data centers have money and power. They lack permission.
The AI buildout is financing dedicated power plants and taking balance-sheet stakes in data centers. Seven in ten Americans now oppose a local project.
1 story
AI infrastructure is now a balance-sheet trade
GDS raised its sales target past one gigawatt and guided to $1.4 billion in capex while Blackstone's BREIT put $3.3 billion into QTS. AI infrastructure has moved from niche vehicles to core allocations.