# The $106 Trillion Infrastructure Opportunity

> In this episode of McKinsey's Inside the Strategy Room, host Sean Brown speaks with partners Alastair Green and Adrian Kwok about an estimated $106 trillion in global infrastructure investment needed through 2040. They explain why private capital is becoming essential as public budgets tighten, how AI simultaneously creates demand for data centers and power while improving construction and operations, where investor money is concentrating, and why value creation—not simply owning stable assets—is becoming the test for infrastructure funds.

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Last updated: 2026-08-18