Infrastructure for Intelligence: A Conversation with Blue Owl

from FEG Insight Bridge · host FEG Investment Advisors

Host Greg Dowling speaks with Alexey Teplukhin of Blue Owl Capital on the rapid buildout of digital infrastructure for cloud and AI. They cover an estimated $7 trillion need, long-term leases to investment‑grade hyperscalers, and Blue Owl’s role, including a Meta joint venture in Louisiana. Topics include power access, community and regulatory dynamics, private credit’s flexibility, and why landlords hold real estate risk while tenants manage technology refresh, reducing obsolescence concerns.

Episode metadata supplied by the publisher feed · Published Jul 9, 2026

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Infrastructure for Intelligence: A Conversation with Blue Owl

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