{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fportfolio-intelligence.simplecast.com%2Fepisodes%2Fwhy-ai-is-an-infrastructure-story-H3fHppfK","width":444,"version":"1.0","type":"rich","title":"Why AI is an infrastructure story","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/acd6aa87-5259-4c01-b54d-9a516c66ac59/1ea2ba16-1244-4289-a861-74ba6425ce26/cropped_1791473785655.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/8fa0f4fc-787e-4395-9eb4-74a0b61e48b0\" height=\"200\" width=\"100%\" title=\"Why AI is an infrastructure story\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"Tom Levering, portfolio manager and global industry analyst at Wellington Management, explains why AI is driving a multidecade buildout of power and electrification. Contrasting public and private infrastructure, he challenges “bond-like” misconceptions and outlines how listed infrastructure can offer diversification, regulatory-supported resilience, and attractive growth prospects."}