Denham Capital Management LP

10/07/2026 | Press release | Distributed by Public on 10/07/2026 13:23

Shifting dynamics in the data center power market -Podcast

Shifting dynamics in the data center power market -Podcast

10/07/26 | Sustainable Infrastructure
https://www.denhamcapital.com/assets/2026/10/ireipodcast_2026-JDeAngelis.mp3

As the power and the data center worlds increasingly overlap, the power dynamic has reversed. Developers used to chase power-purchase agreements; now operators are chasing power. Justin DeAngelis, partner and global head of sustainable infrastructure at Denham Capital Management, joins i3 editor Kali Arevalo to discuss this phenomenon. They also dive into why renewables alone cannot meet data center power needs and how the U.S. and European markets differ when it comes to data center power development.

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