Posted by Alumni from Pe-insights
February 28, 2026
The potential deal would mark one of the most significant infrastructure transactions of the year and underscores sustained private capital interest in power generation assets linked to rising electricity demand from artificial intelligence-driven data centres. AES owns a diversified generation portfolio spanning wind and solar assets, natural gas and coal facilities, and regulated utilities in Indiana and Ohio. The company has focused on supplying renewable power to technology groups including Google, Microsoft, and Amazon. GIP, led by founding partner Adebayo Ogunlesi, manages approximately $170bn in assets. Over the past year, the firm has led major transactions including the $40bn acquisition of Aligned Data Centers and an $11bn lease deal involving Saudi Aramco's natural gas facilities. EQT's infrastructure strategy invests across digital, energy, and logistics assets. The firm raised '21.5bn, equivalent to approximately $25.4bn, for its latest infrastructure fund last year,... learn more