Panel: Capital at Risk: Navigating investment and returns in the AI Era

14 Oct 2026
The AI Build Stage
Investment, Finance & Market Dynamics , Core Infrastructure & Capacity (Fibre, Data Centres, Subsea) , Power, Energy & Sustainability
AI infrastructure demands unprecedented capital amid uncertain returns. Financiers and operators reveal deal structures, risk strategies, green financing, incentives, and what conditions will unlock investment to sustain Europe’s digital growth.
Chairperson
Venessa Moffat
Venessa Moffat, Managing Director - The DCA - Data Centre Alliance
Speakers
David Bloom
David Bloom, Executive Chairman - Kao Data and Goldacre
Dharman Sury
Dharman Sury, Senior Advisor - BGO
Oliver Felice-Owens
Oliver Felice-Owens, VP Telecom and Digital Infrastructure - Guggenheim
Zach Gellman
Zach Gellman, Managing Director - DigitalBridge
Paul McNally
Paul McNally, VP of Investment - Echelon Data Centres