デジタルインフラの業界リーダーからの洞察をお楽しみください。彼らはM&Aのトレンド、評価の変化、そして投資戦略に対するAIやエネルギーの影響について探ります。
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies
S1 E16 • 16 mins • May 6, 2025
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May 6, 2025
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies
S1 E16 • 16 mins

Apr 15, 2025
Randy Brouckman, CEO of EdgeConneX, a global datacentre provider, discusses market expansion plans, investment structures, plus what it takes to manage a global datacentre platform
S1 E15 • 25 mins

Mar 14, 2025
Klaus Hoelbling, TMT Partner and Managing Director at consultancy AlixPartners, discusses the nature of the German and wider European fibre market for 2025
S1 E14 • 12 mins

Feb 14, 2025
Dwayne Gibson-White, EY-Parthenon Digital Infrastructure, discusses power allocation, hybrid financing solutions and diversification of M&A activity within digital infra
S1 E13 • 15 mins

Jan 8, 2025
Robert A. Yu, CFO at Philippine broadband operator Converge ICT Solutions, discusses the challenges and opportunities transforming the fibre landscape in the Philippines
28 mins
