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Infrastructure’s digital age

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Manage episode 475851458 series 3600913
Content provided by PEI Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PEI Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This episode is sponsored by Edmond de Rothschild and Palistar Capital

Digital infrastructure is developing rapidly, turbocharged first by the coronavirus pandemic and now by advances in artificial intelligence, which have turned data centres into arguably the hottest investment in infrastructure at the moment. The sector also includes fibre and towers, both of which are also attracting strong investor interest.

This episode of The Infrastructure Investor Podcast focuses on the growth of – and opportunities within – digital infrastructure’s three key subsectors. Jean-Francis Dusch, global head of infrastructure and structured finance at EdR, and Josh Oboler, investment partner at Palistar Capital, explore how AI is transforming the data centre landscape, where to find the best opportunities in fibre, and why towers continue to make such a good investment.

  continue reading

22 episodes

Artwork
iconShare
 
Manage episode 475851458 series 3600913
Content provided by PEI Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PEI Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This episode is sponsored by Edmond de Rothschild and Palistar Capital

Digital infrastructure is developing rapidly, turbocharged first by the coronavirus pandemic and now by advances in artificial intelligence, which have turned data centres into arguably the hottest investment in infrastructure at the moment. The sector also includes fibre and towers, both of which are also attracting strong investor interest.

This episode of The Infrastructure Investor Podcast focuses on the growth of – and opportunities within – digital infrastructure’s three key subsectors. Jean-Francis Dusch, global head of infrastructure and structured finance at EdR, and Josh Oboler, investment partner at Palistar Capital, explore how AI is transforming the data centre landscape, where to find the best opportunities in fibre, and why towers continue to make such a good investment.

  continue reading

22 episodes

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