About this episode

Ben Gagnon discusses Keel Infrastructure's recent $458M convertible raise and its implications for the company's growth and strategy.

We sit down with Ben Gagnon, CEO of Keel Infrastructure, right after the company’s $458M convertible raise to unpack why the timing matters and how the capital supports permitting, leasing and locking in expansion megawatts. We also press on deal confidence, disclosure timing, and why “not all megawatts are created equally” as AI demand pushes buyers from 2027 power toward 2028. • rationale for the convertible raise and why management calls it opportunistic and strategic • how Kee...

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