À PROPOS DE CET ÉPISODE
In this special episode based on a keynote interview on 25 March at our Global Summit in Berlin – editor-in-chief Bruno Alves sits down with Marc Ganzi, chief executive of DigitalBridge.
The discussion touched on concerns about AI data‑centre obsolescence, with Ganzi comparing GPU refresh cycles to radio upgrades on cell towers. He also talked through the huge arbitrage opportunity for operators that control their own power, stressed the importance of tight contract discipline, and highlighted the hidden risks many new entrants tend to overlook.
Finally, Ganzi looked ahead to the next wave of demand, lifting the curtain on robotics and the rise of AI factories, outlining they will require another 500GW of compute over the next 10-15 years.
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RECHERCHER LES ÉPISODES PASSÉS
Rechercher les épisodes précédents de The Infrastructure Investor Podcast.
AUTRES ÉPISODES DANS CE PODCAST
In this episode, Bruno Alves, Infrastructure Investor’s editor-in-chief, sits down with Americas editor Zak Bentley.
They start with the latest Infrastructure Investor 100 ranking of the world’s largest managers, and analyse what it tells us about the evolving shape of the global infrastructure ma…
In this episode, editor-in-chief Bruno Alves sits down with Jan Vesely, a partner at EQT and one of the leaders of its new AI infrastructure strategy.
EQT is one of the many blue-chip infrastructure managers to launch a dedicated AI infrastructure strategy, but it’s done something different: it la…
In this episode, editor-in-chief Bruno Alves sits down with Andrea Echberg, global head of Pantheon’s infrastructure team.
Echberg is a veteran of the infrastructure secondaries market, and the discussion traces the evolution of secondaries from a niche strategy to a core part of institutional por…
In this special episode – based on a keynote interview done on 24 March at our Global Summit in Berlin – editor-in-chief Bruno Alves sits down with Sean Klimczak, Blackstone’s global head of infrastructure.
As the world’s largest investor in data centres, a significant part of the discussion centr…
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