Dialogue Capital

GID 2027 | Infrastructure Intelligence
Real Assets • Energy • AI
Global capital. Infrastructure leaders.
▶ Intelligence • Network • Insights ↓

[Dialogue Capital @DialogueCapital]

What’s holding infrastructure investment back?

Policy uncertainty, permitting delays, grid access, financing costs, or delivery capacity? What’s the biggest barrier to getting the next project moving?

#Infrastructure #EnergyTransition

[Dialogue Capital @DialogueCapital]

Capital, power or grid access: what will set the pace of AI infrastructure investment in 2027?

Three months today:
GID London Leadership Briefing.
28 January 2027 | Hilton London Tower Bridge.
Infrastructure Capital in the AI Era.

DM to register your interest.

[Mulan Chun-Li @chunlimulan]

China launched a remote sensing satellite from the Taiyuan Satellite Launch Center in north China's Shanxi Province on Friday.
The Yaogan-50 03 satellite was launched at 6:15 p.m. (Beijing Time) aboard a modified Long March-6 carrier rocket and entered its planned orbit. The launch mission was a complete success.

[Dialogue Capital @DialogueCapital]

@IREN_Ltd ❤️❤️

[Mohamed A. El-Erian @elerianm]

From the @FT: "Cracks are appearing in America’s debt-laden $10tn AI infrastructure boom as project delays, public backlash and shaky investor confidence bring a reckoning for the data centre build-out underpinning the US economy."
IMO, what makes all these issues even more interesting is that no matter how they evolve, there are significant economic, financial, social, and geopolitical implications
#economy #markets #tech #ai

[Dialogue Capital @DialogueCapital]

3 investor signals in energy & digital infrastructure: time to power, contracted demand, and storage economics.

Announced MW are just the start. Delivery matters.

#EnergyTransition #DigitalInfrastructure #EnergyTransition #DigitalInfrastructure

[Dialogue Capital @DialogueCapital]

Where is infrastructure capital moving in 2027?

AI, digital infrastructure, grid capacity, and the energy transition are shaping the next wave of investment.

Explore market insights: https://t.co/wn3HphmUXC

#Infrastructure #EnergyTransition #PrivateMarkets

[Dialogue Capital @DialogueCapital]

@buildafrique ❤️🙌

[Dialogue Capital @DialogueCapital]

@Webuild_Group @ENRnews ❤️❤️

[X-energy @xenergynuclear]

Build. Learn. Repeat.

Small modular reactors are designed to learn from each deployment, improving manufacturing, increasing quality, and building more efficiently over time.

Our latest video with @Amazon looks at how repeatability could help meet growing demand for clean, reliable energy.

Read more from Amazon: https://t.co/8PwarAIRYx

[Dialogue Capital @DialogueCapital]

Save the dates for the GID2027!

📆29–30 June 2027, Sofitel Frankfurt Opera, Frankfurt

A premium edition with fresh insights and connections across infrastructure, renewables, AI, and digital finance.

Get in touch: [email protected]

#GlobalInfrastructureDialogue

[Dialogue Capital @DialogueCapital]

Infrastructure is more than structures and teams. Water reservoirs sustain homes, agriculture, and industry. Investment should deliver long-term returns alongside reliable, affordable services. Is water security getting enough attention?

[Dialogue Capital @DialogueCapital]

South Korea confirms its first potential project under the $350B U.S. investment pact: a Texas gas power plant, with nuclear, Westinghouse and Alaska LNG projects also under consideration.

#EnergyTransition #NuclearEnergy #Investments #InfrastructureInvestment #GlobalMarkets

[Dialogue Capital @DialogueCapital]

@IREN_Ltd @theallinpod This is awesome! 🙌

[Dialogue Capital @DialogueCapital]

London infrastructure conversations this week:

AI, energy, grids, critical minerals and capital are increasingly interconnected, with resilience and connectivity emerging as key investment themes.

#Infrastructure #Energy #AIInfrastructure #CriticalMinerals #Investment #London

[Dialogue Capital @DialogueCapital]

@IREN_Ltd @theallinpod Love this!♥️

[Buildafrique Group @buildafrique]

Kenya’s #infrastructure landscape is undergoing a structural shift, creating high-yield entry points for #privatecapital and #institutionalinvestors.

At #Buildafrique, we bridge the gap between capital providers and bankable infrastructure assets.

More: https://t.co/jIIGsavRy2

[Dialogue Capital @DialogueCapital]

@IREN_Ltd 👏👏

[Dialogue Capital @DialogueCapital]

@IREN_Ltd 👏🔥