Skip to main content

Ben Dimson

Sep 18, 2026

29:31
So Ben, maybe you could talk us through the investment focus that you're seeing there right now.
29:37
Yeah.
29:37
Uh, I think as, as Trip touched on, we have had, in general, a big rise in focus in alternatives, and out of all of them, it is data centers that has had the most demand and, and where the returns are sort of being, being driven hard.
29:55
One of the things that is particularly interesting though is where we're seeing the capital coming from, and you're seeing a lot of competition coming in from infrastructure and real estate, often for the same assets.
30:07
And so that creates an interesting dynamic because they may value the same asset in a different way, and they may wish to play that asset also in a different way in terms of how they invest in the theme.
30:19
What is clear is there is massive growth in demand, uh, and it's actually pretty hard to keep up with that growth in demand when you look at the availability of, uh, powered land in particular, because these connections are often taking three to five years.
30:35
And in some countries and cities, they're even sort of seven, eight, ten year lead time.

7 MINS LATER

37:58
Uh, do you have any examples of where this at scale AI value creation is happening right now beyond those earlier experiments and, and what's distinguishing the winners?

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.