Data centres
Singapore-headquartered GLP expects logistics rents in China to rise 30-50% as market supply stabilises toward pre-Covid-19 levels. GLP China CEO Zhao told the South China Morning Post the firm will expand in logistics, data centres and renewable energy amid Beijing's push for domestic demand. The company operates extensively in China with significant property and energy assets.
Imeripotiwa na AI
South Africa faces an infrastructure supercycle driven by AI factories, not roads or rails. These windowless fortresses consume power like small cities, as explained by Daily Maverick's Lindsey Schutters.