Feb 174 min read
Capital Rotation Alert: AI Infrastructure Supply Chain
GB2 Partners | Market Intelligence Briefing Infrastructure & Industrial Deal Flow Monitor February 2026 Executive Summary Institutional capital is quietly rotating toward industrial infrastructure companies exposed to the AI data center buildout. This shift is occurring outside the traditional technology allocation playbook and is increasingly visible in backlog expansion, contracted revenue visibility, and secondary market liquidity. Q4 2025 earnings have materially strength
