The “multi-billion dollar pipeline” powering data centres and the new economy

While the mainstream financial media focuses heavily on big tech chip designers and AI software creators, a quieter - and potentially much larger - opportunity is unfolding in the infrastructure space. Data centres are facing exponential demand, triggering a massive need for power generation. In the US alone, a projected $2 trillion investment will be required over the next decade to build out 500 gigawatts of power. Teiki Benveniste, Head of Australia and New Zealand for Ares Wealth Management Solutions, joins us to discuss: - The Structural Shift: How infrastructure has evolved from "dirtier" traditional assets to foundational digital and energy assets. - The Energy Play: Why investing in the developers building wind, solar, and gas power stations offers reliable, long-term cash flow. - Data Centre Debt: Why Ares prefers sitting higher up in the capital structure (debt) rather than chasing rich data centre equity valuations. - Risk Management: How to differentiate between "value-add" development risk and "core" operational infrastructure. This interview was filmed 14th May, 2026. Timecodes: 00:00 – Introduction: The Retooling of Infrastructure 00:30 – Core vs. Value-Add: The Big Misunderstanding 02:47 – The Structural Shift: Beyond "Dirty" Assets 04:01 – The Power Boom is Bigger Than Just AI 06:25 – Where the Market is Too Crowded 08:55 – Where Does the Risk Actually Sit? 10:47 – Spotting High-Quality Income Streams 11:51 – The Worst-Case Scenario & How to Survive It 13:12 – The $106 Trillion Global Opportunity