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Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies. Matt talks all things power, site selection, evolving debt financing structures and Blue Owl's build, own, develop invest strategy in the US Datacentre market.
01:26 - Integrating Stack into the Blue Owl Platform
05:16 - Evolution of risk analysis for developers and financers
06:23 - Power: PPAs, grid connection and site selection
11:31 - Build, own develop, invest method deep dive
13:50 - Blue Owl's pipeline: greenfield and M&A dynamics
5
33 ratings
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies. Matt talks all things power, site selection, evolving debt financing structures and Blue Owl's build, own, develop invest strategy in the US Datacentre market.
01:26 - Integrating Stack into the Blue Owl Platform
05:16 - Evolution of risk analysis for developers and financers
06:23 - Power: PPAs, grid connection and site selection
11:31 - Build, own develop, invest method deep dive
13:50 - Blue Owl's pipeline: greenfield and M&A dynamics
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