Post by BDO USA

Name: AI may be driving demand, but the real story behind data centers is infrastructure. Power delivery,
Uploaded: 2026-05-06T17:00:10.467Z
Channel: BDO USA
Description: AI may be driving demand, but the real story behind data centers is infrastructure. Power delivery, cooling, grid constraints, copper demand, and end-of-life asset handling are becoming critical areas

194,170 followers

AI may be driving demand, but the real story behind data centers is infrastructure. Power delivery, cooling, grid constraints, copper demand, and end-of-life asset handling are becoming critical areas of focus for sponsors evaluating opportunities in the AI space. As data center design evolves with rack densification and next-gen cooling, diligence needs to go deeper than the surface. In the latest episode of our Private Equity PErspectives Podcast, Todd Kinney speaks with leaders from Closed Loop Partners, Igneo Infrastructure Partners, and Lime Rock New Energy about the operational and investment realities shaping the market. Save this post if you’re tracking where data center investing is headed, and listen in for a deeper look at the technology behind the technology: https://bit.ly/4n9Ij0k

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