Waldemar Szlezak

Waldemar Szlezak, Partner and Global Head of Digital Infrastructure at KKR, dives into the booming field of AI and data center investments, highlighting its convergence with energy demands. Tom Michaud, CEO at KBW, reflects on the economic landscape and the impact of 9/11, emphasizing resilience in the banking sector. They discuss the balance between Wall Street caution and Silicon Valley optimism in tech investments, alongside the evolving role of financial services in today's competitive market.

Waldemar Szlezak discusses Google and tech capex, Libby Cantrill on Trump-Harris campaigns, Anastasia Amoroso's rotation trade. Market analysis of tech stocks, financial services for private wealth, US election strategy, investing in digital infrastructure and fiber connectivity in smaller cities.

Waldemar Szlezak, KKR's Global Head of Digital Infrastructure, brings deep expertise in data centers and AI-related investments. He discusses the real demand for AI infrastructure versus potential market bubbles, highlighting overheating risks during a fast capex cycle. Szlezak explains the lifespan of data centers compared to rapidly aging GPUs, the concept of 'coordination tax,' and KKR's integrated strategies. He also shares insights on construction efficiencies and the industry's challenges, from regulatory hurdles to evolving hyperscaler needs.