Episode 1423: Shifting dynamics in the data center power market

As the power and the data center worlds increasingly overlap, the power dynamic has reversed. Developers used to chase power-purchase agreements; now operators are chasing power. Justin DeAngelis, partner and global head of Denham infrastructure, joins i3 editor Kali Arevalo to discuss this phenomenon. They also dive into why renewables alone cannot meet data center power needs and how the U.S. and European markets differ when it comes to data center power development. (10/2026)