Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies episode artwork

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 

Episode metadata supplied by the publisher feed · Published May 6, 2025

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Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies

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