Inside the renewables co-location wave reshaping investment
In this episode of The Infrastructure Investor Podcast, Ville Rimali of Taaleri Energia and Henri Taskinen of Capalo AI discuss the growing importance of battery storage in the energy transition.
Critical Load: What’s next for data centres and AI?
The final episode in our four-part podcast miniseries that lifts the lid on one of the hottest and most contested sectors in private markets.
Critical Load: Who pays for data centres?
Episode three in our four-part podcast miniseries that lifts the lid on one of the hottest and most contested sectors in private markets.
Critical Load: The race to power data centres
Episode two in our four-part podcast miniseries that lifts the lid on one of the hottest and most contested sectors in private markets.
Critical Load: Why everyone wants data centres
Episode one in our four-part podcast miniseries that lifts the lid on one of the hottest and most contested sectors in private markets.
EQT: ‘We’re happy to go fully behind the meter. The solutions work’
In this podcast, EQT AI infra chief Jan Vesely walks us through what makes its new open-ended AI infra strategy different, EQT’s approach to power and grid flexibility, and how it manages risks in the sector.
Pantheon: ‘Infra secondaries is becoming a core allocation for investors’
On this podcast, global head of Pantheon’s infrastructure team Andrea Echberg discusses the evolution of the secondaries market, the ‘good, the bad and the ugly’ of continuation funds, and record investor appetite.
Infra’s $1.2trn fundraising comeback – but who really wins?
On The Infrastructure Investor Podcast, editor-in-chief Bruno Alves and Americas editor Zak Bentley dissect fundraising for the world’s largest GPs, talk about performance dispersion and highlight how market needs are changing.
DigitalBridge: Industrialisation of AI will need 500GW of compute over next decade
On The Infrastructure Investor Podcast, DigitalBridge CEO Marc Ganzi tackles data centre obsolescence, the arbitrage opportunity for operators that control their own power, and why robotics and AI factories are the future.
Blackstone: Industry needs to go beyond ‘do no harm’ in data centre development
On The Infrastructure Investor Podcast, Blackstone head of infrastructure Sean Klimczak talks about risks to data centre expansion, why the firm is keen on US utilities, the opportunity in Europe and more.
‘Investors are sleepwalking’ on Iran war risks
On The Infrastructure Investor Podcast, I Squared founder Sadek Wahba explains why he is cautious in the AI infra boom, why markets are underestimating risks from the Iran war, resilience in infra investing, and the growing role of private wealth.