DigitalBridge CEO Marc Ganzi says the industrialization of artificial intelligence will require approximately 500 gigawatts of compute capacity over the next ten years. Speaking on The Infrastructure Investor Podcast, Ganzi outlined the massive infrastructure demands needed to support AI's rapid expansion across industries.

The forecast comes as data center operators face increasing pressure to upgrade aging facilities. Ganzi highlighted an arbitrage opportunity for companies that control their own power infrastructure, suggesting that energy independence could provide significant competitive advantages in the AI-driven economy.

He positioned robotics and AI factories as the future of digital infrastructure investment. This perspective aligns with growing institutional investor interest in data center assets, as the sector commands higher valuations amid surging demand for computational resources.

The 500GW projection underscores how traditional infrastructure investors are pivoting toward technology-focused opportunities. For DigitalBridge, this represents both a massive capital deployment opportunity and a fundamental shift in how data center assets are evaluated and valued by the market.