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Gautam Bhandari, Sonic AI
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Gautam Bhandari
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Gautam Bhandari
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I Squared Capital is seeing better risk-adjusted returns in the energy sector compared to AI and data centers.
Expert perspective
Gautam Bhandari
May 22
I Squared Capital has an investment portfolio of almost 6 gigawatts of behind-the-meter power.
Expert perspective
Gautam Bhandari
May 22
The reindustrialization trend that began during the COVID-19 pandemic is increasing power consumption in the U.S., Europe, and Asia.
Expert perspective
Gautam Bhandari
May 22
Canadian and Australian institutional investors allocate between 8% and 18% of their portfolios to infrastructure.
Expert perspective
Gautam Bhandari
May 22
The average U.S. institutional allocation to infrastructure is currently close to 5%, an increase from 2.5% a year ago.
Expert perspective
Gautam Bhandari
May 22
I Squared Capital invests in edge data centers rather than large language model (LLM) data centers.
Expert perspective
Gautam Bhandari
May 22
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