Private Equity Conversations with Fexingo · 2026-08-01 · 9 min
Data centers have become one of the most sought-after assets in private equity, with deals reaching record levels in 2026. In this episode, Lucas and Luna break down why PE firms are piling into the sector, from the AI-driven surge in computing demand to the shift from real estate to operating businesses. They explore the economics of a typical data center deal, the role of power availability in valuation, and the growing influence of cloud providers as both tenants and investors. With specific examples like CoreWeave and the impact of hyperscalers on the market, the hosts explain how PE firms are positioning themselves for the long haul, and what it means for investors and the broader economy. Whether you're curious about the infrastructure behind your favorite apps or considering an investment in the space, this episode gives you the key numbers and strategic thinking you need to understand the data center gold rush.
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