Digital Infrastructure: Assets Integration & Geopolitical Challenges | Digging Into the Future

Описание: In this 2024 premiere episode of Digging Into the Future, our host Bill Barney speaks with Gautam Bhandari, Co-Founder & Managing Partner of I Squared Capital. The discussion explores strategic acquisitions made by the company in the digital infrastructure space. Bhandari provides valuable insights into the process of integrating a variety of assets, including power plants and data centers, shedding light on the synergies and challenges along the way. In addition, he offers his views on how geopolitical dynamics and increasing protectionist measures influence investment decisions on a global scale.

In this dialogue, Bhandari also shares his perspectives on managing diverse portfolios across Asia Pacific and other international markets. His expertise offers a deep understanding of the factors shaping infrastructure investment strategies in the digital generation.

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Chapters:
00:00 - Introduction to Gautam Bhandari and I Squared Capital
00:48 - Overview of I Squared Capital's Size and Reach
01:27 - Key Investments in Digital Infrastructure
02:06 - The Convergence of Digital and Energy Assets
03:10 - Integrating Power Plants with Data Centers
04:21 - I Squared Capital's Strategy in Asia
05:28 - Challenges in Fiber Investment and the Shared Network Model
07:54 - Navigating US-China Geopolitical Tensions
10:09 - The Impact of a Polarized World on Infrastructure
11:19 - Closing Remarks and Optimism for the Future