About this episode

The episode discusses the intersection of AI demand with real estate and global power dynamics, featuring insights from Yi-Shan Huang.

What happens when AI demand collides with real estate, energy, and global power dynamics? Welcome back to Scaling Capital: Commercial Real Estate Intelligence , presented by Accrete Advisors . This week, host Jennifer Robertson sits down with Yi-Shan Huang, Managing Director at BentallGreenOak, bringing over 25 years of institutional real estate investing experience — including deep expertise across China and global markets. Together, they unpack how the rapid rise of AI is reshaping commercial real estate — from the explosion of data center investment to the infrastructure required to support the next generation of intelligent systems. In this episode, we cover: The projected $7 trillion investment in data centers by 2030 The rise of “AI factories” purpose-built for advanced compute workloads Why artificial general intelligence (AGI) is driving unprecedented demand for power and capital Key U.S. bottlenecks, including energy constraints and policy challenges The evolving U.S. vs. China AI race — from research leadership to real-world adoption Guest bio: Yi-Shan Huang is Managing Director for BGO based in New York. She is on the asset management team, where she manages a…

People in this episode

Host: Jennifer Robertson

Guest: Yi-Shan Huang

Topics covered

• AI demand
• commercial real estate
• data centers
• energy dynamics
• global power
• U.S. vs. China AI race

Keywords

• AI expansion
• data center investment
• energy constraints
• artificial general intelligence
• U.S. China AI race
• commercial real estate
• infrastructure

Mentioned in this episode

Organizations: BentallGreenOak

Places: China, U.S., New York

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