“Data centers are here to stay, and the world is going to need them as AI adoption accelerates,” says Steven Siesser, partner at Lowenstein Sandler, chair of the firm’s private equity practice and co-lead of its data center practice, in conversation with Bloomberg Intelligence’s Associate Director of Research Alexandra Davidov and Senior Technology Analyst Anurag Rana. In this episode of Tech Disruptors, they discuss how AI data centers are reshaping infrastructure finance, from hyperscaler-backed leases and neo-cloud credit risk to private equity, private credit and sovereign capital. Siesser explains why power, community acceptance and supply-chain constraints remain key bottlenecks, while long-term leases and hyperscaler demand are reshaping how lenders underwrite the build-out.