Horace Zona of DigitalBridge, managing director, discusses how artificial intelligence AI reshapes data center infrastructure and financing. Zona explains AI-specific compute demands, the shift from megawatt to gigawatt-scale facilities, chip financing and energy constraints. They describe how inference workloads, edge topology and high-performance compute differ from prior cloud generations and why domain expertise and creative financing matter. Key takeaways: Zona asserts that artificial intelligence is not a bubble but a new form of compute driving unprecedented demand. They emphasize that inference workloads and gigawatt-scale data centers require novel financing and energy solutions. They highlight CoreWeave financings as an example of creative private-credit structures and advise investors to combine domain expertise with flexible capital to underwrite non-investment-grade high-performance compute opportunities. theCUBE Research presents this conversation with hosts John Furrier and Dave Vellante.
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Horace Zona, DigitalBridge
September 18, 2026
Horace Zona
Managing Director DigitalBridge
In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Horace Zona, managing director at DigitalBridge, joins theCUBE's John Furrier to discuss why AI represents a fundamentally new form of compute reshaping digital infrastructure investment. Zona draws on more than three decades of experience investing across broadband, wireless and fiber to argue that today's AI buildout rests on genuine demand rather than speculative hype. He explains why AI workloads differ fundamentally from cloud computing's low-latency requirements, ope... Read more
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