Dry Powder: The Private Equity Podcast
Previously on Dry Powder, Anuj Ranjan explained why some of AI’s most compelling applications may be in the industrial businesses Brookfield has long invested in.
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“Maybe now we can triple those margins,” he says, “because AI will probably allow us to make our changes faster, but also to make them with more impact.”
That may only be half the story. As AI drives demand for power, data centers, and other physical infrastructure, it is also opening investment opportunities across a whole ecosystem of ancillary businesses and assets.
“I think the world is still underestimating the amount of infrastructure and power required to do all of this,” Anuj says. “The need for power is immense, the need for compute is immense, but also the need for all the services and products that fuel that whole industry getting built out—it’s also immense.”
We’ll also explore the reshaping of global supply chains, the challenges of fund-raising, and how Brookfield will preserve its investment culture as the fourth industrial revolution unfolds.
The Private Equity Podcast
In our podcast series, Bain's Hugh MacArthur interviews leading experts on the trends and opportunities that will redefine the private equity industry.