# Keel Infrastructure - CEO, Ben Gagnon Q&A - $458M Convert Update!

Page: https://stenobird.com/podcast/power-analysis-6883670/keel-infrastructure-ceo-ben-gagnon-q-a-458m-convert-update
Text version: https://stenobird.com/podcast/power-analysis-6883670/keel-infrastructure-ceo-ben-gagnon-q-a-458m-convert-update.md
Podcast: [Power Analysis](https://stenobird.com/podcast/power-analysis-6883670)
Published: 2026-06-10T22:00:00+00:00
Episode link: https://www.buzzsprout.com/2355843/episodes/19328379-keel-infrastructure-ceo-ben-gagnon-q-a-458m-convert-update.mp3
Audio file: https://www.buzzsprout.com/2355843/episodes/19328379-keel-infrastructure-ceo-ben-gagnon-q-a-458m-convert-update.mp3
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JSON: https://stenobird.com/v1/public/podcasts/power-analysis-6883670/episodes/keel-infrastructure-ceo-ben-gagnon-q-a-458m-convert-update
Duration seconds: 1581

## Resource

We sit down with Ben Gagnon, CEO of Keel Infrastructure, right after the company’s $458M convertible raise to unpack why the timing matters and how the capital supports permitting, leasing and locking in expansion megawatts. We also press on deal confidence, disclosure timing, and why “not all megawatts are created equally” as AI demand pushes buyers from 2027 power toward 2028. • rationale for the convertible raise and why management calls it opportunistic and strategic • how Kee...

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## Transcript

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