The Infrastructure Investor Podcast

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Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector.

In this final episode of the four-part podcast miniseries, we dig into the hard numbers on investment performance and examine the sector’s future trajectory, with trends to watch including the AI shift, bridging power solutions and speculative but real early moves into the “final frontier”.

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Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector.

In this third episode of the four-part podcast miniseries, we confront the growing public and media narrative that data centres are driving up household electricity bills and we investigate how – and whether – the record is being set straight. We also look at how the industry is addressing environmental concerns on multiple fronts. A proactive approach to engagement and education is required if operators want to maintain their social licence to operate.

Want to access all four episodes now? Register for free at this link.

Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector.

In this second episode of the four-part podcast miniseries, we look at the importance of location as well as power and the search for capacity. While power may be the key factor in “land, power and people”, the type of power also matters; reliability is paramount. That quest for power has led to a rise of secondary locations and has brought political consequences.

Want to access all four episodes now? Register for free at this link.

Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector.

In this first episode of the four-part podcast miniseries, we go behind the scenes of Infrastructure Investor Network’s Global Summit, set the stage with an explanation of what these facilities are, establish the scale of the data centre boom, and get to grips with some staggering investment statistics.

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 launched an open-ended strategy anchored by EdgeConneX, its global data centre platform, which it’s owned for six years, and formed over $9 billion of capital for in the space of three months.

In our discussion, Vesely explains why EQT doubled down on EdgeConneX as the foundation of its AI strategy; why the Swedish manager is a big believer in grid flexibility, and not just for data centres; its willingness to go fully behind the meter for the long term; how to manage counterparty risk, particularly for AI-native customers; and much more.