# VivoPower CIO: 'Connected powered land is one of the scarcest resources globally'

Page: https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/vivopower-cio-connected-powered-land-is-one-of-the-scarcest-resources-globally
Text version: https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/vivopower-cio-connected-powered-land-is-one-of-the-scarcest-resources-globally.md
Podcast: [Proactive - Interviews for investors](https://stenobird.com/podcast/proactive-interviews-for-investors-1457173)
Published: 2026-05-20T11:23:11+00:00
Episode link: https://proactive-interviews-for-investors.simplecast.com/episodes/vivopower-6-public-vs-private-market-valuations-3TPyVOBf
Audio file: https://cdn.simplecast.com/media/audio/transcoded/1068c7db-2e26-4675-9674-33cc0c49ccdc/b96906c8-b386-47e4-a142-589b24379f8e/episodes/audio/group/0c58e74a-4928-488c-b1d9-8e7e5c443495/group-item/46657a7f-b012-48ad-87ea-92b9466c6af1/128_default_tc.mp3?aid=rss_feed&feed=xjpdm5C9
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/proactive-interviews-for-investors-1457173/episodes/vivopower-cio-connected-powered-land-is-one-of-the-scarcest-resources-globally
Duration seconds: 274

## Resource

VivoPower PLC (NASDAQ:VIVO, FRA:51J) chief investment officer Alex Cuppage tells Proactive's Stephen Gunnion that enterprise value per megawatt has become the key benchmark for AI data centre assets — with publicly listed peers typically valued between $3 million and $8 million per megawatt, rising to $12 million where long-term hyperscaler agreements are in place. The scarcest resource in the sector, Cuppage says, is "connected powered land" — grid-connected sites with strong fibre connectivity and water access. Power cost is equally critical: "for every cent increase in power input costs, it can decrease an operator's margin by 7%." VivoPower's strategy focuses on acquiring brownfield land, securing grid connections and generating cash flows within 18 to 36 months, with the Nordics a priority target given faster permitting timelines and access to low-cost power. For more insights like this, visit Proactive’s YouTube channel, like the video, subscribe, and enable notifications so you never miss an update. #AIDataCenters #DataCenterValuation #VivoPower #AIMarket #DigitalInfrastructure #DataCenters #EnergyMarkets #Hyperscalers #TechInfrastructure #Investing #AIInfrastructure #Nordics #PowerCosts #MarketValuation #ProactiveInvestors

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/proactive-interviews-for-investors-1457173/episodes/vivopower-cio-connected-powered-land-is-one-of-the-scarcest-resources-globally/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/vivopower-cio-connected-powered-land-is-one-of-the-scarcest-resources-globally.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.