Global Infrastructure Partners, the infrastructure investment arm BlackRock acquired, has identified what it describes as a $100 trillion opportunity in infrastructure investment over the next 10 to 15 years, with the firm’s leadership pointing to energy and power projects as the single largest share of that spending.
Raj Rao, GIP’s president and chief operating officer, laid out the estimate while speaking at the New Economy Forum in New Delhi, telling attendees that more than half of the projected opportunity is likely to flow into energy and power-related infrastructure.
Rao said the opportunity translates to roughly $3 trillion to $4 trillion in annual investment from a combination of private investors and governments, underscoring the scale of capital that infrastructure developers and financiers expect to deploy each year over the period.
GIP already manages more than $200 billion in assets and has been directing a significant share of new investment toward energy, power generation and digital network infrastructure, areas the firm views as central to both the energy transition and the broader buildout of AI and data infrastructure.
The estimate adds to a growing body of forecasts from major asset managers pointing to infrastructure as one of the largest investable themes of the coming decade, driven by aging grids in developed markets, rising electricity demand tied to AI and data centers, and continued buildout needs across emerging economies.
