Cool Vector

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Episodes

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Cool Vector

Financial journalist David Snow is the host of Cool Vector, a new video-podcast from Elatromme about the rise of data centers and the digital infrastructure asset class. On a regular basis, Cool Vector convenes expert conversations about the role institutional investment capital will play in the build-out of digital infrastructure around the world, and focuses on the overlapping long-term trends of digitalization, the rise of private capital, surging energy demand, changing land and real estate use, innovations in sustainability, technology competition among nations, and many other topics. Full video episodes of Cool Vector will live on the Cool Vector YouTube channel as well as major podcasting platforms like Spotify. Clips of each episode will be promoted on LinkedIn, Instagram, and TikTok. The Cool Vector video-podcast homepage is here: https://coolvectormedia.com/ Socials: LinkedIn linkedin.com/company/cool-vector-media/posts/?feedView=all Instagram instagram.com/coolvectormedia TikTok tiktok.com/@coolvectormedia?is_from_webapp=1&sender_device=pc Spotify podcasters.spotify.com/pod/show/elatromme Website coolvectormedia.com

Episodes

West Texas Land is Perfect for Data Centers, Says LandBridge Founder

David Capobianco's company, ⁠LandBridge⁠ , owns 270,000 surface acres in West Texas, and he's pleased to explain why the land's profitability has tripled in three years. The reason has to do with data centers. LandBridge is a publicly traded affiliate of Five Point Energy, of which Capobianco is CEO. The company's share price is being carefully watched by investors looking for evidence of a new paradigm in land ownership. Acreage once used primarily for ranching or energy extraction in the Permi...

Dec 19, 2024•32 min•Transcript available on Metacast

Actis' Sustainable Strategy in Digital Infrastructure

Private equity firm ⁠Actis⁠ is building data centers around the world while maintaining strict standards around sustainable energy, water and social impact. And the firm's impact is about to get bigger. Actis and General Atlantic recently merged to create an $87 billion investment platform, with Actis focused on the huge opportunity in sustainable infrastructure, largely in growth markets across Asia, Latin America, Africa and Eastern Europe. Digital infrastructure is a significant part of the i...

Dec 17, 2024•36 min•Transcript available on Metacast

Equinix vs. Digital Realty: A Fitch Analyst Talks Data-Center REITs

Data center real estate investment trusts (REITs), like Equinix and Digital Realty Trust, differ from traditional REITs in their higher operational intensity and reliance on artificial-intelligence tailwinds for growth, says Harold Chen, Director of Commercial Real Estate at Fitch Ratings . Chen, whose team has assigned investment-grade ratings to Equinix and Digital Realty, says the companies benefit from surging demand related to AI. Of the two, Digital Realty has a higher concentration of hyp...

Dec 05, 2024•14 min•Transcript available on Metacast

Why Comp is Surging for Digital Infrastructure Investors and Operators

"I kid you not. . . at least once a week, I've got a conversation going with somebody who sits in digital infrastructure private equity, and they say to me, 'If you know somebody, or a team, that does XYZ in the data center space, let me know. I'd love to meet them, because that is the type of business model that we could put hundreds of millions, if not not billions, into.'" The amount of private capital available for deployment in digital infrastructure investments is far outpacing the supply ...

Nov 21, 2024•33 min•Transcript available on Metacast

Partners Group Got the AI Timing Just Right

Partners Group was already bullish on AI when, in 2022, the firm invested $1.2 billion in EdgeCore Digital Infrastructure. Then the debut of ChatGPT a few weeks later blew to lid off their initial assumptions of growth. In the post-ChatGPT world, the hyperscaler market served by EdgeCore saw an "explosion of demand for capacity," says Diffendal who, in a wide-ranging interview, explains the criticality of strong management in responding to the unexpectedly strong leasing activity. Two years late...

Nov 15, 2024•23 min•Ep 4•Transcript available on Metacast

Building Scale in Wireless Towers, Fiber and Data Centers

A conversation with Omar Jaffrey, founder of digital infrastructure private capital firm ⁠Palistar Capital⁠ , which is currently investing from a $1.9 billion fund. Jaffrey gives a grand tour through the digital infrastructure investment opportunity, in which he says builders of scale will have advantages in winning customers. He cautions that some investors confuse the full stack of technology, services and human capital involved in the telecommunications industry with core infrastructure, the ...

Oct 29, 2024•34 min•Ep 3•Transcript available on Metacast

The Fiber Optic Future With John Siegel of Columbia Capital

John Siegel, a Partner at private equity firm Columbia Capital, offers a deep dive into the physical assets necessary to power an AI-driven internet, including the fiber optic cables that connect the growing population of data centers around the world, and the nations jockeying for position to build digital infrastructure hubs. In a wide-ranging conversation, John shares his views on the demand drivers of information sharing, including not only AI but the massive proliferation of devices that co...

Sep 26, 2024•52 min•Ep 2•Transcript available on Metacast

How Energy Became 'Existential' to Data Centers

Digital infrastructure has a voracious appetite for energy, but the electric utility industry is filled with apprehension and lacks 'muscle memory' to 'build big things,' according to Brian Janous, co-founder of sustainable energy specialist Cloverleaf Infrastructure, as well as the former head of data center energy for Microsoft. In a wide-ranging interview with Cool Vector, Janous describes how his mandate at Microsoft went from relative obscurity to a top-order concern among the company's lea...

Sep 18, 2024•36 min•Transcript available on Metacast

Cool Vector: A New Video-Podcast About Data Centers and Digital Infrastructure

Financial journalist David Snow introduces Cool Vector, a new video-podcast that will chart the rise of data centers and the digital infrastructure asset class. On a regular basis, Cool Vector will convene expert conversations about the role that institutional investment capital will play in the build-out of digital infrastructure around the world, and focus on the overlapping long-term trends of digitalization, the rise of private capital, changing energy demand, changing land and real estate u...

Aug 21, 2024•2 min•Transcript available on Metacast