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Cool Vector

david95a

Cool Vector is a video-podcast about the rise of data centers and the digital infrastructure asset class.

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Episodes

72 episodes

  1. The Era of Nuclear-Powered Data Centers Is Approaching 19:59
  2. How to Build Two Gigawatts in West Texas 36:15
  3. PTC and Nomad Futurist Unite for Golf and Next-Gen Development 15:57
  4. Data Centers Have a Community Engagement Problem 29:55
  5. What Might 'Throw a Wrench' Into Data Center Financings? 23:26
  6. The 'Big Game Changers' for Data Center MEP Engineers 1:13
  7. Emerging Markets Need More Data Centers 9:03
  8. Oracle’s Director of Construction Says Building Data Centers is Like Building Cities 11:03
  9. Solutions for the Data Center ‘Power Bottleneck’ 5:12
  10. For Hamilton Lane, Good Data Center Operators Are 'Harder and Harder to Find' 27:24
  11. Nomad Futurist Helps Computer Science Student Discover Digital Infrastructure 2:59
  12. The Saga Behind NYC's Free Public Wifi 7:30
  13. Bringing AI into Construction Management 2:20
  14. Optimizing Data Center Design from 'Chip to Chiller' 10:03
  15. The Futures Market for Compute Has a Fungibility Problem 33:24
  16. The Coming Boom Will Be Fueled by Connectivity 5:35
  17. Data Center Deals are Appearing on the Secondaries Radar 29:57
  18. Matching Power Demand With Power Availability 5:44
  19. The Data Center C-Suite is Expanding 28:23
  20. The Importance of Cable Landing Stations 2:19
  21. Inventory Problems When Hyperscalers 'Buy Everything Out' 3:19
  22. In Hawaii, Digital Infrastructure is a Public-Private Mandate 4:48
  23. Hawaii Studies Mainland Data Center Trends to 'Stay Ahead of the Curve' 3:42
  24. Bullish About the Tier-Two Data Center Opportunity 4:04
  25. Oracle's '300 Miles Per Hour' AI Tailwind 8:08
  26. Sustainability in Data Centers is Seeing Short-Term Setbacks 19:45
  27. MIT Grads Build 'S&P 500, But For Compute' 6:38
  28. In the Digital Infrastructure Deal Market, 'Most of 2026 is Spoken For' 11:08
  29. Hydrogen Will Fuel the First Zero-Emission Gigawatt Data Center 10:15
  30. 'The Use Cases are There, the Infrastructure is Not' 9:49
  31. In Data Center Development, Real Access to Power is the Key Differentiator 14:05
  32. Grain Management is Going Global One Relationship at a Time 25:36
  33. Bullish on Interconnection in Tier-Three Cities 7:26
  34. Spain is at a 'Crossroads of Continents' 3:47
  35. Data Center Demand is Strong, Debt Markets are Selective 6:21
  36. 'Spikey' AI Compute Calls for More and Better Batteries 18:30
  37. GI Partners: Competition for Digital Infra Deals is 'Really Positive' 7:41
  38. Tower Infrastructure Keeps Adding "Gizmo" Revenue 26:13
  39. Inside the 'Winner Take Most' Hyperscaler Battle 23:40
  40. Like Data Centers, Real Estate Once was Absent From Institutional Portfolios 21:59
  41. ECP Was Buying Power Plants When They Were Out of Style 29:20
  42. Thor Equities' New Data Center Head Learned a Lot at Google 16:37
  43. The Modular Future of Data Centers is Coming to a Parking Lot Near You 43:05
  44. EQT, DigitalBridge and Zayo See 'Gargantuan' Upside in Fiber Networks 35:03
  45. Retrofitting Old Data Centers is Harder Than You Think 30:40
  46. Constrained by Grid and Politics, Ireland Looks for a New Era of Data Center Growth 19:22
  47. How Crypto Brought Innovation to the Data Center Industry 22:10
  48. Europe's Tier-Two Data Center Markets Look Increasingly Attractive: DTCP 16:33
  49. Data Centers in India 'Very Strategic' for Hyperscalers and Investors, Says CapitaLand Investment 18:44
  50. RBC: To Monetize Data Centers, Investors are 'Ring-Fencing' Stabilized Assets 29:51