Sign up to save your podcasts
Or
Share Infrastructure & Data Center Investing with Thibault Contat Desfontaines (UBS)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Infrastructure & Data Center Investing with Thibault Contat Desfontaines (UBS)
Are we witnessing a dangerous bubble in AI data center construction, similar to the 19th-century railway mania? Discover how institutional investors are distinguishing between hype and the genuine structural shifts of the "4 Ds."
In this episode, Thomas Viguier and Markus Perkumas sit down with Thibault Contat Desfontaines, Managing Director at UBS Infrastructure Private Equity. They dissect the rapidly blurring lines between Private Equity, Real Estate, and Infrastructure. Thibault breaks down the specific economics of data centers—from Hyperscalers to Enterprise Colocation—and explains how constraints on power grids and talent are acting as the real bottlenecks to the AI revolution.
Key Discussion Points:
The "4 Ds" Framework: How Demographics, Decarbonization, Digitalization, and Deglobalization drive investment strategy.
Data Center Economics: The difference between Hyperscalers, AI/HPC, and Enterprise Colocation models.
The AI Energy Problem: Why power availability and grid connectivity are the ultimate limits to growth.
Infra vs. PE: How value-add strategies are erasing the traditional boundaries of asset classes.
Risk Management: Avoiding auction processes and identifying management teams that can deliver complex business plans.
About the Guest:Thibault Contat Desfontaines is a Managing Director in the Infrastructure Private Equity team at UBS Asset Management, with a career spanning investment banking at Morgan Stanley, Rothschild, and Nomura.
About Aulium:Aulium is a video show dedicated to Innovation and Private Capital. Hosts Thomas Viguier and Markus Perkumas interview industry leaders to uncover the mechanics of European tech ecosystems, M&A strategies, and the future of investing.
Connect with us:
Follow Aulium on LinkedIn: https://www.linkedin.com/company/aulium
Thomas Viguier: https://www.linkedin.com/in/tviguier/
Markus Perkumas: https://www.linkedin.com/in/markusperkumas/
#privatecapital #innovation #InfrastructureInvesting #aulium #DataCenters
View all episodes
By Thomas ViguierAre we witnessing a dangerous bubble in AI data center construction, similar to the 19th-century railway mania? Discover how institutional investors are distinguishing between hype and the genuine structural shifts of the "4 Ds."
In this episode, Thomas Viguier and Markus Perkumas sit down with Thibault Contat Desfontaines, Managing Director at UBS Infrastructure Private Equity. They dissect the rapidly blurring lines between Private Equity, Real Estate, and Infrastructure. Thibault breaks down the specific economics of data centers—from Hyperscalers to Enterprise Colocation—and explains how constraints on power grids and talent are acting as the real bottlenecks to the AI revolution.
Key Discussion Points:
The "4 Ds" Framework: How Demographics, Decarbonization, Digitalization, and Deglobalization drive investment strategy.
Data Center Economics: The difference between Hyperscalers, AI/HPC, and Enterprise Colocation models.
The AI Energy Problem: Why power availability and grid connectivity are the ultimate limits to growth.
Infra vs. PE: How value-add strategies are erasing the traditional boundaries of asset classes.
Risk Management: Avoiding auction processes and identifying management teams that can deliver complex business plans.
About the Guest:Thibault Contat Desfontaines is a Managing Director in the Infrastructure Private Equity team at UBS Asset Management, with a career spanning investment banking at Morgan Stanley, Rothschild, and Nomura.
About Aulium:Aulium is a video show dedicated to Innovation and Private Capital. Hosts Thomas Viguier and Markus Perkumas interview industry leaders to uncover the mechanics of European tech ecosystems, M&A strategies, and the future of investing.
Connect with us:
Follow Aulium on LinkedIn: https://www.linkedin.com/company/aulium
Thomas Viguier: https://www.linkedin.com/in/tviguier/
Markus Perkumas: https://www.linkedin.com/in/markusperkumas/
#privatecapital #innovation #InfrastructureInvesting #aulium #DataCenters