DigitalBridge: Industrialisation of AI will need 500GW of compute over next decade

In this special episode based on a keynote interview on 25 March at our Global Summit (live.peievents.com/infrastructure-investor-glo…) in Berlin – editor-in-chief Bruno Alves sits down with Marc Ganzi, chief executive of DigitalBridge (infrastructureinvestor.com/database/institutio…).

The discussion touched on concerns about AI data‑centre obsolescence, with Ganzi comparing GPU refresh cycles to radio upgrades on cell towers. He also talked through the huge arbitrage opportunity for operators that control their own power, stressed the importance of tight contract discipline, and highlighted the hidden risks many new entrants tend to overlook.

Finally, Ganzi looked ahead to the next wave of demand, lifting the curtain on robotics and the rise of AI factories, outlining they will require another 500GW of compute over the next 10-15 years.