Connecting senior investors in the real assets industry globally. Platforms: #GID26 - Global Infra Dialogue - 29-30 June. Frankfurt am Main, Sofitel Opera
Joined March 2014
- Tweets 2,879
- Following 9,586
- Followers 9,805
- Likes 2,577
1,019 Photos and videos
Four weeks to go until GID 2026.
Senior investors, lenders, developers, pension funds and infrastructure leaders will gather in Frankfurt on 29–30 June to discuss the next phase of infrastructure investment.
We are now finalising participant allocations.
#Infrastructure
16
AI infrastructure scaling fast: IREN targets US$4.4bn ARR after deploying NVIDIA Blackwell systems at Childress, Texas via a US$1.6bn Dell deal tied to a US$3.4bn AI cloud contract.
Power compute capacity are becoming strategic assets.
#AIInfrastructure #DataCentres
53
Dialogue Capital retweeted
May 13
⚡ Energy Integration: Powering the future.
🔋 Smart grids
🌱 Electrification
⚙️ Efficient systems
🌍 Low-carbon infrastructure
Energy and infrastructure are now one system.
It’s SMART INFRASTRUCTURE MONTH – highways.today/editorial-roa…
#EnergyTransition #SmartGrid #Sustainability #SmartInfrastructureMonth
10
11
189
European renewable projects with batteries set to grow more than 450% by 2030 reut.rs/434ufvu reut.rs/434ufvu
28
90
222
35,670
It’s not just Big Oil. Wind giants welcome profit beats as Iran war spurs energy pivot cnb.cx/3PugyD3
48
€2bn for Ancala as infrastructure fundraising accelerates. Institutional capital continues to concentrate: energy transition, digital infrastructure.
#Infrastructure #InfrastructureInvesting #EnergyTransition #DigitalInfrastructure #PrivateMarkets #RealAssets #Infra
42
Canada launching first sovereign wealth fund for large infrastructure projects, making EOT tax exemption permanent benefitscanada.com/canadian-…
24
Dialogue Capital retweeted
Apr 28
Global infrastructure investment is soaring to new heights.
PwC’s Global Infrastructure Outlook 2025–50 highlights how this growing investment is shaping the future of infrastructure. Discover more: ow.ly/185950YQXUu
#Infrastructure
2
10
622
Dialogue Capital retweeted
Apr 28
Are only one-third of Britain’s railways electric?
Which countries are the leaders and laggards on rail electrification, and why should we care?
open.substack.com/pub/hannah… @_HannahRitchie
3
1
91
Dialogue Capital retweeted
Apr 28
Death Valley National Park is experiencing its first major superbloom in a decade as of March/April 2026, driven by record winter rainfall (1.7 – 2.5 inches) that transformed the desert landscape with vibrant carpets of yellow, pink, and purple flowers.
x.com/MarchUnofficial/status…
791
10,620
69,889
2,064,952
Tikehau exits Schroders stake at 64% IRR, expands real estate debt in U.S. and Europe alternativeswatch.com/2026/0…
35
Thoma Bravo x Google scaling AI across an $8bn cybersecurity portfolio
AI is the operating model.
Cybersecurity = core infrastructure.
The rquestion: who captures the value — hyperscalers, or capital?
#AI #Infrastructure #Cybersecurity #PrivateEquity #GID2026
51
Developers. Investors. Policy. Lenders.
WPD Invest | Marguerite | European Commission | SMBC | Siemens | UNIQA
Global Infrastructure Dialogue 2026
Frankfurt | 29–30 June
Focus: deployment, not fundraising.
82
Vietnam is emerging as a key infrastructure hub. $150–200B needed by 2030, with public funding insufficient. Private capital, foreign investors, ESG standards and flagship deals like offshore wind will drive the next phase.👉bit.ly/4mgKDCb
#infrastructure #privateequity
1
37
“If you don’t have roots, you can’t grow.” — Germaine Acogny
In #CreativeDevelopment, she explains how dance rooted in nature and African cultures can unite and inspire future generations. wrld.bg/XzRr50YFrJx #EcoleDesSables #CreativeIndustries
1
2
12
858
Confirmed: Universities Superannuation Scheme joins #GID2026. With institutional capital increasingly active in digital infrastructure — including hyperscale platforms such as Blackstone’s QTS Realty Trust #Infrastructure #AI #DataCentres
2
74
German Chancellor Friedrich Merz won a pledge by China to import more high-quality goods from Germany, as he visited Beijing to try reset relations clouded by a yawning trade deficit with the world's second-largest economy reut.rs/3OBM6pM
24
87
362
55,084
Dialogue Capital retweeted
Today, we have singed the EU-UK Competition Cooperation Agreement.
It aims to ensure smooth interactions between the EU and UK on competition matters, and maintain fair and competitive markets to the benefit of consumers, businesses and innovation.
link.europa.eu/Hv7Xpb
ALT European Union and United Kingdom flags side by side with the text “EU-UK Agreement on competition matters” and the European Commission logo in the bottom right corner.
160
174
647
60,327
Dialogue Capital retweeted
Feb 25
Greetings from Germany, where domestic demand is driving the country's economic recovery. Q4 saw a 1.1% increase in public spending and a 0.5% increase in household consumption. Growth was hampered by net trade, as imports decreased by only 0.3% while exports fell by 0.6%.
1
3
42