Private equity has aggressively poured billions into data centers and digital infrastructure in recent years. But today, some investment assumptions are being stress tested. We explore the assumptions behind big PE data center investments, how the landscape is shifting, whether creative deal making is a good thing and where things might head next. #privateequity #datacenters #AI #investments #cloud

Data Center 2.0 - The New Sustainability Math
21:05

Data Center 2.0 —Untangling the software stack
15:00

Data Center 2.0 – Episode 2: Storage
18:48