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Deep dive breakfast discussion 08 (for operating partners only) — The data center effect: how AI infrastructure trends are reshaping value creation across PE portfolios
The AI infrastructure buildout is not just a story for data center owners. From power suppliers and cooling systems to managed service providers, resellers, and enterprise software companies, the ripple effects are rewriting competitive dynamics across a wide swath of PE portfolio companies. Drawing on research on hyperscaler strategy and data center capital deployment, this interactive session explores how operating partners can identify where their portfolio companies sit in the emerging AI infrastructure value chain — and what it means for growth thesis, margin structure, and exit positioning.