# Global infrastructure investment trends

> Live situation record from CLSTR: https://clstr.news/situations/global-infrastructure-investment-trends
> Updated: 2026-08-16T03:18:33.000Z. Sources: 2. Developments: 2.

Global infrastructure investment is projected to reach $106 trillion by 2040, according to McKinsey & Company’s 2026 Global Private Markets Report. This growth reflects an expanding definition of infrastructure that includes traditional assets alongside critical digital and energy systems.

As artificial intelligence transitions toward systemic enterprise integration, there is a surge in demand for physical infrastructure, specifically AI-driven data centers. While capital is flowing into data center construction, growth is encountering physical constraints related to cooling requirements and power availability. This has prompted investors to adopt “energy-aware” strategies, focusing on companies that offer sustainable, high-density power solutions to support AI scaling.

## Timeline

### 2026-08-16: Global infrastructure investment projected to reach $106 trillion by 2040

Global infrastructure investment is expected to hit $106 trillion by 2040, driven by a massive need for data centers and energy systems to support the systemic integration of artificial intelligence.

2 sources. https://clstr.news/cluster/global-infrastructure-investment-projected-to-reach-106-trillion-by-2040

### 2026-07-21: Infrastructure as Code market to hit $6.9 bn by 2034 with 20% CAGR

The IaC market is forecast to grow from $1.3 bn in 2025 to $6.9 bn by 2034, driven by AI‑assisted coding and modernization trends, with North America holding the largest share.

2 sources. https://clstr.news/cluster/infrastructure-as-code-market-to-hit-69-bn-by-2034-with-20-cagr

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Cite as: Global infrastructure investment trends. CLSTR, https://clstr.news/situations/global-infrastructure-investment-trends