How PE is Betting on the Backbone of AI
From powered land to energy assets and edge colocation, financial sponsors are targeting every layer of the data center ecosystem.
Data centers are facing constraints with powering their facilities and finding land to build on, but so far capital hasn’t been a concern as private equity has jumped in feet first to finance this hot sector.
PE has deployed about $320 billion into digital infrastructure and the total addressable market (TAM) is expected to reach $7 trillion by 2030, according to Tim Tracy, EY Americas private equity leader.