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Thomas Liu and Rahul Agrawal coverage in AsianInvestor: How AI is redrawing Asia’s energy investment map

Thomas Liu, Managing Director, Real Estate & Data Centers at Actis, and Rahul Agrawal, Managing Director, Energy Infrastructure at Actis, feature in an AsianInvestor article examining how surging AI-driven electricity demand is reshaping Asia’s energy investment landscape.

The piece explores how Asian allocators are increasingly treating clean power as a strategic response to energy security and industrial competitiveness rather than a sustainability allocation, and how the convergence of digital infrastructure, energy and firm renewables is redrawing the boundaries of previously distinct investment verticals.

Click here to read the full article online and read on below for a snippet of Thomas and Rahul’s commentary.

 

Thomas Liu, Managing Director, Real Estate & Data Centers at Actis, commented:

“Domestic renewable generation does more than lower emissions. It reduces import dependence, improves resilience and gives governments and industrial customers greater visibility over future power costs. Renewables have become a security and competitiveness solution.”

 

Rahul Agrawal, Managing Director, Energy Infrastructure at Actis, commented:

“The convergence of digital infrastructure, energy, real estate and sustainability lies at the heart of the data centre and AI investment opportunity.”

 

Disclaimer

The statements contained herein regarding the energy market or market conditions are as of July 2026 and represent the views of Actis which is not research and should not be treated as research. Historic market trends are not reliable indicators of actual future market behaviour or future performance of any particular investment which may differ materially and should not be relied upon as such. Moreover, there is no assurance historical trends will continue.