Issue No. 44Week ending Sunday, November 1, 2026688 episodes · 3032 articles
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James Linacre

James Linacre appears in 2 full episodes we cover on The Infrastructure Investor Podcast. Below is what each conversation covered, with a key takeaway per article. Every quote in the articles is verbatim and timestamped to the source video.

The Infrastructure Investor Podcast2
2 episodescovered
8 articleswith timestamped quotes
Private EquityThe Infrastructure Investor Podcast

Why debt discipline matters as infrastructure’s definition expands

IFM Investors' David Cooper and Solas Capital's Sebastian Carneiro analyze how rapid fundraising growth is pushing sponsors to stretch the boundaries of infrastructure debt. They discuss underwriting criteria for energy-as-a-service models, managing elevated interest rate and refinancing risks, navigating institutional demand across insurers and pension funds, and deploying AI across asset management operations and underlying portfolio assets.

  • Sebastian Carneiro of Solas Capital rejects moving down the capital structure into mezzanine debt, proving that senior debt in bank-neglected niches yields equivalent spreads without junior risk. Read →
  • Solas Capital treats demand-side decarbonization not as corporate credit or venture risk, but as classic infrastructure project finance using bankruptcy-remote Special Purpose Vehicles (SPVs). Read →
Oct 18 · 2 articles · Listen ↗
Private EquityThe Infrastructure Investor Podcast

Critical Load: What’s next for data centres and AI?

In the finale of the 'Critical Load' miniseries, leading infrastructure investors evaluate data center unit economics, return profiles, and platform exit mechanics across global markets. The panel examines the shift from AI model training to low-latency inference, rising construction execution risks from inexperienced market entrants, and innovative bridging power and cooling solutions to resolve grid and water bottlenecks.

  • Andrew Thomas projects that AI inference compute demand will expand to several multiples the physical footprint and capacity of training clusters. Read →
  • Alexey Teplikhin warns that generalist sponsors entering data center megaprojects lack the engineering and supply chain capabilities required for mission-critical builds. Read →
  • Large hyperscale data center platforms have grown too massive for standard sponsor-to-sponsor sales, making public listings an eventual route despite friction. Read →
  • Standard grid interconnection queues now stretch beyond the 12- to 36-month delivery windows demanded by major cloud and enterprise tenants. Read →
  • Hyperscale campuses require 100 megawatts or more of capacity, with build costs running from $10 million to $15 million per megawatt in the United States. Read →
  • Direct-to-chip liquid cooling is replacing hybrid adiabatic and air-cooled setups as rack densities increase, altering unit cost profiles for high-density compute assets. Read →
Sep 13 · 6 articles · Listen ↗
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