Episode

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

Podcast: BDO Private Equity PErspectives Podcast
Published: May 1, 2026
Duration seconds: 1867
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Canonical source: https://www.bdo.com/private-equity-perspective-podcast?wchannelid=ua5d6g25oa&wmediaid=t8ado09cea
Audio: https://podcast.wistia.com/deliveries/eba49f8364d904d29736c1ea8d0e7ea9a81e68d4.mp3?d=eyJtIjoxNDcyMzU2NzMsIm1kIjoxODY2LjU4LCJhIjoid2lzdGlhLXByb2R1Y3Rpb25fNDg2MTY3IiwiYyI6NjIyNzMsImUiOjIwOTQ3NzgsImIiOiJlYmE0OWY4MzY0ZDkwNGQyOTczNmMxZWE4ZDBlN2VhOWE4MWU2OGQ0IiwibWIiOjk4Mywib2IiOjE0NDAwMTkuODMzMDYzNjc4fQ%3D%3D--7351c3c928ddbaf1340bc6b4fb45ef167b310b86139b400e7a45e707d0eb9316
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Summary

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.