Episode
Keel Infrastructure - CEO, Ben Gagnon Q&A - Q1 Earnings & Deal Timing!
- Podcast
- Power Analysis
- Published
- May 13, 2026
- Duration seconds
- 3388
- Processing state
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Summary
We sit down with Ben Gagnon, CEO of Keel Infrastructure, to unpack Q1 execution, the rebrand, and what it takes to turn power-rich sites into real HPC and AI data center leases. We break down the specific milestones we’re watching, why location and inference could reshape demand, and how financing and SLAs determine who actually gets projects built. • Keel’s execution track record across rebrand, restructuring, and major M&A integration • Why the infrastructure gap between Bit...