EPISODE · May 6, 2025 · 15 MIN
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies
from Deal Talks · host TMT Finance
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies. Matt talks all things power, site selection, evolving debt financing structures and Blue Owl's build, own, develop invest strategy in the US Datacentre market. 01:26 - Integrating Stack into the Blue Owl Platform 05:16 - Evolution of risk analysis for developers and financers 06:23 - Power: PPAs, grid connection and site selection 11:31 - Build, own develop, invest method deep dive 13:50 - Blue Owl's pipeline: greenfield and M&A dynamics
Embed this episode
Ready to play
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies
No transcript for this episode yet
Similar Episodes
No similar episodes found.