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Podcast: InsuranceAUM.com
Episode: Episode 338: Beyond the Bubble: Data Centers, Demand and the Rise of AI Infrastructure
Description: In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Alexey Teplukhin, Managing Director at Blue Owl Capital, to explore the often-overlooked but critical role of data centers and digital infrastructure in the global economy. Alexey offers expert insights into how these assets are enabling everything from everyday digital activity to the exponential rise of artificial intelligence. The conversation begins with the basics what a data center actually is and quickly dives into what makes them such a compelling, long-term real asset investment.
The discussion also covers how demand for data infrastructure...