Large global investors have played a major role in the AI boom, providing funding for the construction of data centers and network infrastructure.

Today we look at data centers through the perspective of investors, How do large private investors think about data centers as an asset class? What trends do they consider in their investment strategies? Which markets are the most attractive? And how do they think about opportunity and risk in a fast-moving market?

Rich Miller's guest today is Michael Hochanadel, the Managing Director and Head of Digital Assets at Harrison Street. Michael has been an investor in the sector for 20 years, and shares his insights about how investors assess different types of properties and business models, and what the next phase of AI-powered growth might look like.

CHAPTERS:

00:00 - The Investor Perspective on the Data Center Sector

01:37 - Introduction to Michael and his career

03:25 - Background on Harrison Street

07:15 - The Themes Guiding Harrison Street’s Data Center Strategy

12:30 - Harrison Street’s digital infrastructure investments - PowerHouse, 1547, Oppidan and Summit IG

15:40 - How network architecture creates investment opportunities

17:45 - The state of the Enterprise data center market. What’s next?

21:30 - AI and Infrastructure: How will the rise of inference shape th enetwork?

27:00 - AI use cases could be “limitless.” Michael shares some early winners.

30:15 - Assessing investment risk in a rapidly evolving AI landscape

At Data Center Richness we demystify technology and explain why data centers matter, and what comes next for the Internet, cloud computing and AI. Host Rich Miller is a journalist and analyst who has been covering the data center sector for 25 years. Subscribe to our channel for more insights:

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On the Web:
Data Center Richness https://datacenterpodcast.com/

LINKS FROM THIS SHOW:

Michael Hochanadel Bio
https://harrisonst.com/people/michael-hochanadel/

Michael on LinkedIn
https://www.linkedin.com/in/michael-hochanadel-767380/

Harrison Street
https://harrisonst.com/

RELATED VIDEO:

What's Next for Data Center Real Estate?
https://youtu.be/H2FFJfm5wug?si=RI-9sGUGGbzmE4qh

How Will Data Centers Be Different in 2030
https://youtu.be/IUO8fUWNoX8?si=QjhHEBlvx3fMR0Z

Why Data Centers Matter in the Age of AI
https://youtu.be/9GJSENgbcmk?si=lkeyM8AiseP1v99t

DISCLAIMER: The information provided in this podcast is for informational and educational purposes only, and does not constitute investment advice or any other professional advice. Please consult with a professional for specific advice tailored to your situation.

Supplemental music via Epidemic Sound https://share.epidemicsound.com/60o8qx