Latest / The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions
How Private Equity Is Buying Up Data Centers
Episode 101 of The Buyout Show explores the quiet but massive private equity land grab in the data center market. Lucas and Luna break down how firms like Blackstone and KKR are pouring hundreds of billions into hyperscale facilities, the math behind a 20% compound annual growth rate, and why cloud giants like Amazon and Microsoft are both customers and competitors. They examine the rise of a new breed of 'digital infrastructure' funds, the tension between PE's hold period and the tech cycle, and what happens when AI training clusters need 100 megawatts apiece. Expect specific…
The skinny
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