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A deep dive into the AI infrastructure opportunity
Manage episode 441366027 series 3600913
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In this first episode of The Infrastructure Investor Podcast, senior editor Bruno Alves catches up with Marc Ganzi, chief executive of DigitalBridge, the renowned digital infrastructure outfit and the only specialist manager in the top 10 of our II 100 ranking of the largest infrastructure managers in the world.
With AI infrastructure generating record attention, Ganzi cuts through the hype to discuss what investors can expect from this multi-trillion-dollar tectonic shift, the opportunity in private cloud and the formidable resource bottlenecks data centre investments face.
To hear more of our episodes, head to infrastructureinvestor.com/podcast or you can search and subscribe to The Infrastructure Investor Podcast wherever you like to listen.
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