BREAKING
Nuveen Bets on Power Behind AI
Picks and Shovels Strategy
0
B
Parrott IG portfolio
0
T
AI data center build-out
0
T
Nuveen total AUM
EPIC II Fundraising
First close
1.3
Target
2.5
Hype vs Boring Infrastructure
Hype Plays
Rivals
●
Data centers and chips
●
Depends on AI winners
●
Higher hype risk
Boring Power
Nuveen
●
Grid and utilities debt
●
Demand stays either way
●
Illiquidity premium
Power Demand Stays Regardless
AI NEWS BLITZ
Nuveen's private debt chief is backing the boring power that fuels the AI boom.