

Power Analysis
Keel Infrastructure - CEO, Ben Gagnon Q&A - Q1 Earnings & Deal Timing!
May 13, 2026
56:28
S1 · E574
-(0)
About this episode
We sit down with Ben Gagnon, CEO of Keel Infrastructure, to unpack Q1 execution, the rebrand, and what it takes to turn power-rich sites into real HPC and AI data center leases. We break down the specific milestones we’re watching, why location and inference could reshape demand, and how financing and SLAs determine who actually gets projects built. • Keel’s execution track record across rebrand, restructuring, and major M&A integration • Why the infrastructure gap between Bit...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg