Jeff Ferry, Partner and Head of Digital Infrastructure at Safanad, shares how he’s evaluating data center opportunities in a market defined by power constraints and shifting customer demand.
Jeff discusses why power availability now drives nearly every investment decision, how enterprise customers are shaping where and how infrastructure gets deployed, and why flexibility matters more than fixed market assumptions. He also touches on the growing role of inference, the importance of customer-led expansion, and what it takes to build scalable platforms across U.S. and international markets.