#329 - Marc Ganzi - CEO @ DigitalBridge ($DBRG) - $70B Company Investing Globally in Digital Infrastructure
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Show Notes
Marc is Chief Executive Officer at DigitalBridge and has been an investor and operator in the digital infrastructure sector for over 25 years. He has led DigitalBridge’s transformation to become a premier platform for digital infrastructure and real estate investment.
Marc founded Digital Bridge Holdings in 2013 and, as its CEO, built the firm into a leading global manager of digital infrastructure assets with more than 20 billion in AUM, until its merger in July 2019 into the current public company, DigitalBridge Group, Inc.
On this episode, Marc and Chris discuss:
- How the industry has evolved over the decades
- AI's impact on this industry
- The different verticals of data centers
- Value add digital
- Lease structures & Cybersecurity
- Digital real estate
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Topics:
(00:00:00) - Intro
(00:03:36) - Marc’s early career
(00:07:28) - The world of cell towers
(00:17:05) - Gauging the needs of small providers vs. large ones
(00:20:18) - How has the industry changed over the past few decades?
(00:24:08) - Is there going to be an increase in demand for AI data centers?
(00:26:54) - The different verticals of data centers
(00:31:03) - Do Amazon and Microsoft dominate the cloud industry?
(00:31:48) - How far out can companies see how far out on how much data they’ll need?
(00:33:32) - Is all data equal?
(00:36:13) - Value add digital
(00:38:15) - Is your work spec build or do customers commit to a location first?
(00:40:27) - Data center lease structures
(00:41:52) - Cybersecurity
(00:43:13) - How do you enhance a fiber optic cable?
(00:44:02) - Can offices be converted to data centers?
(00:46:01) - Will electric vehicles be an issue regarding power availability?
(00:48:30) - Is crypto putting a dent in the industry?
(00:49:44) - The US’ strength in cybersecurity
(00:51:28) - How do you run your business ops in the Middle East and Asia?
(00:54:08) - Digital real estate
(00:56:03) - Were there any shifts coming out of covid?
(00:57:02) - What’s the bear case for digital?
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