Powering Conviction: A New Era of Data Center Investment — Part A

from BDO Private Equity PErspectives Podcast

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Jackson Pei (Closed Loop Partners), Michael Ryder (Igneo Infrastructure Partners), and Blair Barlow (Lime Rock New Energy) to discuss:How rack densification and next-gen cooling (from air to liquid) are reshaping data center designWhere power availability and grid constraints show up first and what tech-first sponsors can miss in diligenceWhy materials like copper and the end-of-life process such as reverse logistics and data-secure decommissioning, are moving up the sponsor agenda

Episode metadata supplied by the publisher feed · Published May 1, 2026

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Data centers are at the center of the AI buildout — and for sponsors, building conviction today means getting comfortable with the technology behind the technology: power delivery, cooling, and the materials required to build and refresh these assets.

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Powering Conviction: A New Era of Data Center Investment — Part A

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This episode was published on May 1, 2026.

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