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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…
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