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In this first episode of The Infrastructure Investor Podcast, senior editor Bruno Alves catches up with Marc Ganzi, chief executive of DigitalBridge, the renowned digital infrastructure outfit and the only specialist manager in the top 10 of our II 100 ranking of the largest infrastructure managers in the world.
With AI infrastructure generating record levels of attention, Ganzi cuts through the hype to discuss what investors can expect from this multi-trillion tectonic shift, the opportunity in private cloud and the formidable resource bottlenecks data centre investments face, among other relevant topics.
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