Spotlight: A PEI Podcast Infrastructure’s digital age
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May 22, 2025 Jean-Francis Dusch is the Global Head of Infrastructure at Edmond de Rothschild, while Josh Obler is an Investment Partner at Palistar Capital, specializing in digital infrastructure. They delve into how AI is revolutionizing data centers, which are becoming hot investment spots. They also discuss the booming fiber market and explain why towers offer great investment returns. The conversation highlights investment strategies, the demand for talent, and how energy needs are evolving with digital infrastructure.
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Data Centers: Hottest Infrastructure Sector
- Data centers are the hottest infrastructure investment due to huge capital expenditure by hyperscalers.
- The sector faces supply chain and power sourcing challenges but holds a long-term growth trend.
Hire Talent and Structure Deals
- Hire specialized talent to understand and invest in data centers correctly.
- Structure deals to reflect infrastructure-like risk and long-term contracts with rated corporate offtakers.
Digital Infra Offers Varied Risk Spectrum
- Digital infrastructure investment spans wide risk spectrum from core stable assets to higher-risk growth equity.
- Success requires focusing on fundamental cash flow and business plan quality to avoid overpaying.