In our latest episode of the Alternative Insights podcast, Pete Blackburn, Director, Global Client Relationship Lead – Real Assets is joined by special guest Zahl Limbuwala, Partner at DTCP (Digital Transformation Capital Partners) for a conversation that cuts through the noise surrounding data centre investment.
During the episode they discuss:
- The accelerating demand for data centres and whether this exponential demand will hit a ceiling and when that might happen.
- Power availability and grid constraints are becoming the biggest factors shaping location, feasibility and returns in data centre investments.
- The Middle East, Latin America and parts of Africa are seeing fast growth as digital infrastructure expands globally.
- Technological change, especially in AI, is creating ongoing step‑change improvements, requiring investors to plan for long‑term adaptability and future‑proofing.
