TMT Deal Talks
Essential listening for dealmakers active in Digital Infrastructure, TMT Deal Talks features leading voices from across the industry and capital stack on the hottest themes in the market, including what's driving M&A, how valuations are changing and what impact AI and energy transition are having on investment strategies.
TMT Deal Talks is brought to you by TMT Finance, the only sector-dedicated provider of M&A and financing proprietary intelligence and data for the industry.
TMT Deal Talks
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies. Matt talks all things power, site selection, evolving debt financing structures and Blue Owl's build, own, develop invest strategy in the US Datacentre market.
01:26 - Integrating Stack into the Blue Owl Platform
05:16 - Evolution of risk analysis for developers and financers
06:23 - Power: PPAs, grid connection and site selection
11:31 - Build, own develop, invest method deep dive
13:50 - Blue Owl's pipeline: greenfield and M&A dynamics