Questions why iSquared isn't fully embracing the data center boom like others in infrastructure investing
Host
Sadek Wahba
We are investing in AI data centers but selectively - working directly with Google on specific projects rather than generic data center investments
Sadek Wahba
We're sitting out the tens of billions others are allocating to data centers due to unclear contracts and rapid technology changes
Sadek Wahba
Risk-return in tech stocks like Nvidia is more attractive than some infrastructure subsectors right now
Sadek Wahba
Excited about new US industrial policy with direct government investments in companies like Intel, lithium batteries, rare earths