Data Center Deals & Changing Consumer Habits | Bloomberg Deals 7/29/2026

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Stonepeak Chairman, CEO & Co-Founder Michael Dorrell, Advent International Managing Partner Tricia Glynn, China Renaissance Global Markets Head of Capital Markets Enna Weng, and Winston Taylor Managing Partner, External Affairs Eva Davis. Chapters: 00:00:00 - Bloomberg Deals open 00:01:12 - Bloomberg's Hannah Miller on Mounting Challenges 00:02:54 - Ellison Family Could Face Billions if Deal Collapses 00:04:30 - Bloomberg's Allison McNealy on Data Center Dealmaking 00:06:38 - Bloomberg's Ryan Gould on Jersey Mike's IPO 00:09:19 - Mike Dorrell, Stonepeak CEO, on AI Infrastructure Boom 00:10:15 - Power, Data Centers & Infrastructure Converge 00:12:12 - Dorrell on Nvidia's Data Center Financing Strategy 00:13:16 - What Makes AI Investments Sustainable? 00:14:22 - Dorrell on Capital Markets & Infrastructure Funding Risks 00:15:00 - Dorrell on Data Center Politics & State Moratoriums 00:18:59 - Bloomberg's Ed Ludlow on SpaceX & Tesla 00:24:18 - Investment Committee: Consumer Brands Outlook 00:34:12 - Liverpool FC Ownership and Investment Strategy 00:38:49 - FIFA Investment Plans Spark UEFA Backlash 00:41:33 - De Beers Sale Could Fetch Just $1 Billion -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts