According to the Securities Times app, Macquarie Group CEO Shemara Wikramanayake stated that the recent massive sale of AirTrunk is just a warm-up move for the datacenter business.

Wikramanayake stated that the bank has 4.3 megawatts of datacenter capacity globally, with nearly a third of its asset management division's investments going into digital infrastructure. The company is betting on increasing revenue in the future by selling more investments, with a significant portion of it coming from the datacenter business.

She said on Friday, "There is still a long way to go, the entire industry will need more investments."

Even after agreeing to sell its stake in AirTrunk to Blackstone and the Canada Pension Plan Investment Board, the bank still holds stakes in other global computer processing companies. She said these companies include Bohao Internet Data Services, Aligned Data Centers, Netrality Data Centers, and VIRTUS Data Centres Ltd.

In 2020, a consortium led by Macquarie's investment department acquired AirTrunk, with the deal valuing around 3 billion Australian dollars (2 billion US dollars). In September, Blackstone Group agreed to acquire AirTrunk for 24 billion Australian dollars.

Wikramanayake stated, "Generative artificial intelligence is still in its early stages, as you've seen, there have been very large deals announced not only in the datacenter but also in the energy sector."

She pointed out that the restart of the Three Mile Island nuclear power plant in Pennsylvania has made the latest progress, and the owner of the nuclear power plant has sold the nuclear energy to Microsoft. She also mentioned that Amazon is investing in small nuclear reactors.

The senior infrastructure investor has not yet shown interest in nuclear energy, but she stated, 'This is a solution that the whole world must consider,' along with hydrogen and utility-scale battery storage, because data centers require stable, 24/7 power, which renewable energy struggles to provide.

She said, 'Although it may not be economically feasible today, we do need to invest in such technologies to scale them up.'