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Eric Chu

Eric Chu

Statistician and former Vice Premier of the Republic of China

Sep 15, 2026

8:32
So I just want to maybe get your kind of comments on if I'm thinking about this the right way.
8:39
I think there is a strong argument in that direction, for sure.
8:43
I see where this conversation goes.
8:45
I definitely see the merit of going in that direction.
8:48
Just to give you sort of a quick example to help you put things into perspective.
8:55
10 years ago, when we developed, back then, the top of the year data centers, we're talking about 4 kilowatts, 6 kilowatts per rack.
9:05
Rack is basically where you store about 10 to 15 servers in the data center.
14:00
And that is being in a situation as an investor where you're truly building generational wealth versus chasing after the headline.
3:59
What early experience first shaped how you think about money, about risk, and about opportunity?
4:06
Sure.
4:06
I, I think if I may, let, let me sort of do a quick introduction of my background just to put some context for the audience and just to know where I'm coming from and where some of the sort of, sort of references, the talk points that I will be mentioning, where are those are coming from.
4:23
So, you know, um, being in the financial services industry for almost 20 years after business school from NYU Stern, I joined an investment bank covering telecommunication services companies, including data centers, fiber optic companies, and, and then followed by a couple of years at hedge funds doing long-short equity investments for a variety of industries.
4:44
And then, and then later on had the experience joining a, um, publicly traded data center company as one of their, uh, senior executives in charge of capital market activities.
4:54
And, and also later on, uh, I went into operations, very deep into operations, actively developing data centers, financing d- uh, data centers, and working with institutional investors, uh, along the, along the way.
5:07
You know, we brought in, uh, one of the top premier, uh, private equity firms, Warburg Pincus, and then, uh, we back then, about almost 10 years ago now looking back, we formed one of the largest and the earliest data center development platforms in Asia.

16 MINS LATER

21:31
So how can AI help investors without turning them into passive followers of a tool, of a machine?
4:30
What early experience first shaped how you think about money, about risk and about opportunity?
4:37
Sure.
4:37
I think if I may, let me sort of do a quick introduction of my background just to put some context for the audience and just to know where I'm coming from and where some of the sort of references, the talk points that I will be mentioning, where are those are coming from.
4:54
So, you know, I've been in the financial services industry for almost 20 years.
4:59
After business school from NYU Stern, I joined an investment bank covering telecommunication services companies, including data centers, fiber, optic companies, and then followed by a couple of years at hedge funds doing long, short equity investments for a variety of industries.
5:15
And then later on, I had the experience joining a... publicly traded data center company as one of their senior executives in charge of capital market activities and and also later on i went into operations very deep into operations actively developing data centers financing data centers and working with institutional investors along the along the way now we brought in one of the top premier private equity firms, Warburg Pincus.
5:44
And then we, back then, about almost 10 years ago, now looking back, we formed one of the largest and the earliest data center development platforms in Asia.

15 MINS LATER

21:02
So how can AI help investors without turning them into passive followers of a tool, of a machine?
7:41
Why don't we roll back a little bit? Tell us a little bit about your background and how you came to be here.
7:47
Sure, absolutely.
7:48
So I have been sort of Wall Street, you know, different size of Wall Street for about 15 years, you know, went to B school at NYU.
8:00
This is almost 15 years ago.
8:01
And then was supposed to work for Bear Stearns after graduation from B-School.
8:06
But you all know what happened there.
8:09
Very interesting time.

8 MINS LATER

15:56
Tell us about that little spark and then how you actually thought, hey, you know what? I think this is a business.
4:55
But, you know, as most investors, we dabble in all types.
5:01
Yeah, so when I was an analyst, I used to be a telecommunications coverage analyst, covering companies such as data centers, which I mentioned earlier, as well as wireless carriers, AT&T, Verizon, and also Amazon.
5:18
Wireless towers, you know, America Tower, SBA Communications.
5:22
And interestingly, I would point out is, you know, data centers has been for about the last 20 years, a crossover industry between real estate and technology.
5:33
20 years ago, when I, you know, before this is even before I started coverage, one of the now the largest data center companies sort of first became publicly listed companies.
5:44
Data centers were pretty much a technology play, right? These were companies that are very good at networking equipment, computing equipment, data storage equipment, and essentially hosting, providing hosting services.
5:57
But over the last 20 years, more and more of these traditional technology-focused data center providers, they have taken over the real estate behind the data centers.

18 MINS LATER

23:45
What are you doing to grow your user base besides podcasts and besides traditional marketing? How are you going after these high net worth individuals?

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