Q&A: Oracle, Blue Owl on scaling AI data centers
by Andrea Zander
Rising demand for AI and high-performance computing is reshaping cloud competition, data-center design, and capital allocation, increasing the importance of purpose-built infrastructure, execution speed, and aligned partnerships. In a discussion with IREI, Jared Sheiker, chief of staff for the real assets platform at Blue Owl Capital, and Julia Robin, vice president of networking and data center capacity management at Oracle, addressed how considerations such as power availability, water use, workforce development, and sustainability are influencing development decisions, alongside a shift toward disciplined, demand-driven growth.