VTB assessed the potential of new sectors for PPP at 1 trillion rubles.

      On June 2, 2026, at 15:34, the VTB Infrastructure Holding analysts assessed the potential of the public-private partnership market in new sectors of the economy. According to the study, four industries could become growth drivers in the next ten years: data centers, technologies for smart cities, space infrastructure, and industrial projects. The review "New Areas of PPP: Potential and Prospects" was published ahead of the SPIEF-2026.

      According to the holding's estimates, the total investment volume in these areas by 2036 in the baseline scenario will range from 690 billion to 800 billion rubles. In an optimistic scenario, this figure could reach 1.04 trillion rubles. Vitaly Sergeichuk, Deputy President-Chairman of the VTB Management Board, noted that launching such initiatives will not only preserve the competencies of the infrastructure market but also stimulate the development of complex financial instruments, load adjacent industries, and overall economic growth rates.

      In the sector breakdown, the assessments look as follows. Analysts see the greatest potential in the data center segment: against the backdrop of exponential data growth and AI development, capital investments in various types of data centers could reach 1.3−1.5 trillion rubles in the next ten years. The market for smart city solutions, which could double globally in four years, will provide concession and PPP projects in Russia worth up to 140−170 billion rubles. In the space industry, the most commercially attractive areas are Earth remote sensing systems, satellite internet, and space tourism, with a potential investment volume of 170−220 billion rubles. An additional approximately 210 billion rubles could be attracted to industrial PPP projects focused on technological sovereignty.

      In the baseline scenario, high adaptability of agreements and proactive risk management will be required for project implementation. This will reduce the budget burden in the specified areas by an average of 8−10%, while additional revenue from adjacent industries over the next ten years is estimated at about 3.8 trillion rubles. At the same time, achieving the optimistic forecast of 1.04 trillion rubles requires a prolonged period of favorable monetary and credit conditions and active stimulation of off-budget investments by authorities at all levels. The NIA "Nizhny Novgorod" has channels on Telegram and MAX. Subscribe to stay updated on major events, exclusive materials, and timely information. Copyright © 1999—2025 NIA "Nizhny Novgorod". When reprinting, a hyperlink to NIA "Nizhny Novgorod" is mandatory. This resource may contain materials 18+.