Data Center Demand and Power 'Asymetry' is a Global Opportunity

Описание: Global Compute Infrastructure, launched in 2020 in partnership with Goldman Sachs, is looking for opportunities well outside of the most developed data center markets, says the firm's CFO and Managing Director, Doug Lane.

Cool Vector caught up with Lane on the sidelines of the 2026 Pacific Telecommunications Council in Honolulu. Lane notes that his firm's leadership, including Scott Peterson, spun out of Digital Realty, the most prominent digital infrastructure REIT. "The reason they left Digital was to deliver things to clients that really weren’t that interesting to Digital Realty anymore because of its scope and size," says Lane. "We are looking for opportunities that aren’t being provided by the bigger players. That means finding new markets, helping open them up, solving the problems to go to a new space."

GC Infra has pursued data center transactions in Poland, Bogota and on the island of Kyushu, Japan, says Lane.

Among the takeaways from this interview:

• Power asymmetry is a major opportunity for investors willing to do the market-entry work that larger players won't. Surpluses in power are found in next-tier markets like Kyushu and parts of Latin America where Global Compute Infrastructure has been active.
• Latency-sensitive edge applications will require fundamentally different infrastructure than centralized training clusters, and investors like GC Infra are locking in first-mover advantages.
• Government and economic interests rarely align this cleanly — and Lane says that tailwind, on top of a structural power shortage, makes this an unusually compelling moment to be in the asset class.

Access the full transcript on the Cool Vector Substack: https://coolvector.substack.com/p/dat...

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