AI Infrastructure: Physical Barriers to a Digital World
In this paper, we explore the physical barriers that could have important implications for inflation, corporate margins and infrastructure completion.
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Barings is a $502 billion* global alternative asset manager that partners with institutional, insurance and wealth clients and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual with a minority investment from MS&AD, seeks to deliver excess returns by leveraging its global scale and capabilities across credit, real assets, capital solutions and emerging markets.
*As of June 30, 2026
Barings
300 South Tryon St, Suite 2500,
Charlotte, NC 28202

Ilena Coyle
Head of North American Insurance and Intermediary
ilena.coyle@barings.com
973-271-2400

In this paper, we explore the physical barriers that could have important implications for inflation, corporate margins and infrastructure completion.
Learn MoreIn this paper, we explore the physical barriers that could have important implications for inflation, corporate margins and infrastructure completion.
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Read More*As of March 31, 2026
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