About this episode

The episode features a discussion on the rapid development of digital infrastructure for cloud and AI with insights from Blue Owl Capital.

Host Greg Dowling speaks with Alexey Teplukhin of Blue Owl Capital on the rapid buildout of digital infrastructure for cloud and AI. They cover an estimated $7 trillion need, long-term leases to investment‑grade hyperscalers, and Blue Owl’s role, including a Meta joint venture in Louisiana. Topics include power access, community and regulatory dynamics, private credit’s flexibility, and why landlords hold real estate risk while tenants manage technology refresh, reducing obsolescence concerns.

Explore listener stats, chart rankings, contacts and more on the FEG Insight Bridge podcast page.