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Financial journalist David Snow is the host of Cool Vector, a new video-podcast from Elatromme about the rise of data centers and the digital infrastructure asset class. On a regular basis, Cool Vector convenes expert conversations about the role institutional investment capital will play in the build-out of digital infrastructure around the world, and focuses on the overlapping long-term trends of digitalization, the rise of private capital, surging energy demand, changing land and real est ...
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GI Partners, in Digital Infrastructure Since 2001, Has Advice for Newcomers
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The private equity firm that created Digital Realty sees a "wealth of opportunities" in digital infrastructure, but avoids hyperscaler mega-projects, says Mark Prybutok, a Managing Director at GI Partners and Head of the Data Infrastructure strategy. In 2001, GI Partners made its very first investment as a firm in a portfolio of distressed data…
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From Schools to Cattle Ranchers, Demand for Edge Data Center 'Pods' is Surging, Says Duos Edge AI
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The launch of a new data center 'pod' business is being met with surging customer demand, highlighting the need for edge digital infrastructure in remote areas, according to the leadership of Duos Edge AI. In an extensive interview with Cool Vector, Doug Recker, President of Duos Edge AI, and Adrian Goldfarb, CFO of parent company Duos Technologie…
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Stanford ETA Club Leaders: Interest Has 'Risen Exponentially'
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Interest in ETA careers is rising "exponentially" among MBA candidates at what is widely regarded as the intellectual birthplace of Entrepreneurship-Through-Acquisition, according to three leaders of the Stanford Graduate School of Business' ETA club. In a joint interview with Search Party, president Michelle Nguyen and vice presidents Ruby Au and …
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Denmark's Winning Formula for Sustainable Data Centers
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How is it that Denmark, with a population of 6 million, has become a major nexus for sustainable data centers? Cool Vector convened a lively, in-depth conversation with CEOs from Digital Realty, atNorth and Danish Datacenter Industrien to learn the country's formula for public-private collaboration and digital infrastructure success. Joining the co…
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How AVAIO Builds Data Centers with 'Just-in-Time' Capital
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Data center investment strategies that focus on ground-up development in unconventional locations are more complex, and therefore more likely to generate stronger returns, says Mark McComiskey, a partner at AVAIO Capital. In an extensive conversation with Cool Vector, McComiskey explains that many private capital firms active in digital infrastruct…
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Cool Vector Hot Takes: Microsoft’s Contracts, Building in Johor, RE Allocations, Blackstone’s Utility
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This episode of Cool Vector Hot Takes tackles four hot topics in the global digital infrastructure market: 1) Has Microsoft been oversupplied data centers? 2) Inside the plan for Southeast Asia’s largest data center 3) Real estate investor love for data centers keeps rising 4) Blackstone’s low-carbon power move in Virginia’s data center alley. This…
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Infranity, Sustainable Infrastructure Lender, Enters the North American Market
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Infranity's ambitions to become a global player in the infrastructure debt market have advanced with the establishment of a US office. Cool Vector caught up with two Infranity partners to learn about the sustainable lending opportunity in North America, the risk-reward profile of co-location data centers and the limits of the energy transition. Inf…
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Labor Shortage is Bad for Data Centers, Good for Construction Salaries
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A shortage of construction workers with skills specific to data centers is hindering the growth of digital infrastructure, says Amazon Web Service's former Worldwide Head of Engineering, Construction and Real Estate. In a wide-ranging Cool Vector interview, Sandra Benson, now Vice President of Industry Transformation at Procore Technologies, says o…
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EnCap: 'Strange' Power Market Driven by Data Center 'Inelastic Demand'
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In his 35 years in the power business, EnCap Investment's James Hughes has never seen a market as "strange" as the current one, driven by data center inelastic demand as well as industrial projects across the US. Hughes is a Managing Partner and head of the EnCap's energy transition business, which last May raised a $1.5 billion fund to invest in…
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Cool Vector Hot Takes: DeepSeek, Stargate, Private Capital
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The NEW Episode of Cool Vector delves into the sudden rise of DeepSeek, NVIDIA’s share swoon, the implications of overbuilding in the data center space, Stargate’s shock-and-awe, $500 billion digital infra announcement, tough sledding in the private capital markets, and why Phil, Nabeel and David enjoy the topic of data centers so much. In “Cool Ve…
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Ardian's Nordic Data Center Platform Supports 'Sustainable Compute'
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Ardian's very first investment in a data center company shows it is "quite convinced on the AI opportunity in Europe," says Pauline Thomson, Head of Data Science and a Managing Director at the $176 billion investment firm Ardian. In a Cool Vector interview, Thomson describers the thesis behind Ardian's $1.2 billion investment in Verne, an Iceland…
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To Bolster its Workforce, Data Centers Must Demystify the Cloud
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The data center industry is uniquely positioned to integrate workers from a broad array of backgrounds, which is good news, given the rapid aging of the industry's original workforce. According to three veterans of the industry, more needs to be done to elevate awareness of careers in data centers among workers in other industries, as well as among…
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West Texas Land is Perfect for Data Centers, Says LandBridge Founder
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David Capobianco's company, LandBridge, owns 270,000 surface acres in West Texas, and he's pleased to explain why the land's profitability has tripled in three years. The reason has to do with data centers. LandBridge is a publicly traded affiliate of Five Point Energy, of which Capobianco is CEO. The company's share price is being carefully watc…
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Actis' Sustainable Strategy in Digital Infrastructure
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Private equity firm Actis is building data centers around the world while maintaining strict standards around sustainable energy, water and social impact. And the firm's impact is about to get bigger. Actis and General Atlantic recently merged to create an $87 billion investment platform, with Actis focused on the huge opportunity in sustainable …
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Equinix vs. Digital Realty: A Fitch Analyst Talks Data-Center REITs
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Data center real estate investment trusts (REITs), like Equinix and Digital Realty Trust, differ from traditional REITs in their higher operational intensity and reliance on artificial-intelligence tailwinds for growth, says Harold Chen, Director of Commercial Real Estate at Fitch Ratings. Chen, whose team has assigned investment-grade ratings to E…
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Why Comp is Surging for Digital Infrastructure Investors and Operators
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"I kid you not. . . at least once a week, I've got a conversation going with somebody who sits in digital infrastructure private equity, and they say to me, 'If you know somebody, or a team, that does XYZ in the data center space, let me know. I'd love to meet them, because that is the type of business model that we could put hundreds of millions, …
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Partners Group Got the AI Timing Just Right
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Partners Group was already bullish on AI when, in 2022, the firm invested $1.2 billion in EdgeCore Digital Infrastructure. Then the debut of ChatGPT a few weeks later blew to lid off their initial assumptions of growth. In the post-ChatGPT world, the hyperscaler market served by EdgeCore saw an "explosion of demand for capacity," says Diffendal who…
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Building Scale in Wireless Towers, Fiber and Data Centers
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A conversation with Omar Jaffrey, founder of digital infrastructure private capital firm Palistar Capital, which is currently investing from a $1.9 billion fund. Jaffrey gives a grand tour through the digital infrastructure investment opportunity, in which he says builders of scale will have advantages in winning customers. He cautions that some …
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The Fiber Optic Future With John Siegel of Columbia Capital
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John Siegel, a Partner at private equity firm Columbia Capital, offers a deep dive into the physical assets necessary to power an AI-driven internet, including the fiber optic cables that connect the growing population of data centers around the world, and the nations jockeying for position to build digital infrastructure hubs. In a wide-ranging co…
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How Energy Became 'Existential' to Data Centers
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Digital infrastructure has a voracious appetite for energy, but the electric utility industry is filled with apprehension and lacks 'muscle memory' to 'build big things,' according to Brian Janous, co-founder of sustainable energy specialist Cloverleaf Infrastructure, as well as the former head of data center energy for Microsoft. In a wide-ranging…
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Cool Vector: A New Video-Podcast About Data Centers and Digital Infrastructure
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Financial journalist David Snow introduces Cool Vector, a new video-podcast that will chart the rise of data centers and the digital infrastructure asset class. On a regular basis, Cool Vector will convene expert conversations about the role that institutional investment capital will play in the build-out of digital infrastructure around the world,…
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