EQT: ‘We're happy to go fully behind the meter. The solutions work’

In this episode, editor-in-chief Bruno Alves sits down with Jan Vesely, a partner at EQT and one of the leaders of its new AI infrastructure strategy. EQT is one of the many blue-chip infrastructure managers to launch a dedicated AI infrastructure strategy, but it’s done something different: it launched an open-ended strategy anchored by EdgeConneX, its global data centre platform, which it’s owned for six years, and formed over $9 billion of capital for in the space of three months. In our discussion, Vesely explains why EQT doubled down on EdgeConneX as the foundation of its AI strategy; why the Swedish manager is a big believer in grid flexibility, and not just for data centres; its willingness to go fully behind the meter for the long term; how to manage counterparty risk, particularly for AI-native customers; and much more.