Скачать или смотреть Ep 131: Bill Stein and Dave Ferdman on Capital, Competition, and the Future of Data Centers

Today, we’re diving deep into the origins and evolution of the data center industry with two of its foundational leaders—Dave Ferdman, founder of CyrusOne, and Bill Stein, former CEO of Digital Realty, now both with Primary Digital Infrastructure. Hosted by Kirk Offel, this conversation isn’t just a stroll down memory lane; it’s a behind-the-scenes look at how two very different companies helped shape a multi-trillion-dollar global sector that powers the digital world.

00:00 REIT Public Market Experience
16:31 Houston Production Strategy Shift
21:52 Maximizing Returns Over Real Estate
38:12 Fracking's Rise During Housing Crash
42:45 Cyrus's Ambitious Growth Journey
56:10 Hyperscalers' Dominance in CO Construction
01:07:53 Lessons from Industry Pioneers
01:12:43 Unlocking Capital for Development
01:32:14 Reviving Middle Class through Industry
01:41:10 Unlocking Data Center Investments
01:48:12 Data Centers' Energy and Water Impact
01:56:17 Identifying Financial Challenges & Opportunities
02:08:01 Build Relationships, Not Rivalries

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