The Digital Infrastructure Investment Summit

The world of digital infrastructure has continued to expand and accelerate at an exponential pace. Take-up is forecast to continue to exceed new supply this year and continues to provide immense opportunities for investment.  Construction and expansion are capital-intensive, requiring access to diverse capital markets. Traditional bank financing, alongside alternative financing sources such as private credit, will play a crucial role in funding these large-scale projects.  How do sophisticated investors differentiate between hype and real growth opportunities? 

From pension funds and sovereign wealth to private capital and insurance investors, LPs are playing an increasingly decisive role in shaping the market. What was once a supplementary real asset opportunity has now become a game-changing strategy of long-term capital allocation into the future of digital infrastructure. 
From governance, regulatory, geopolitical and data sovereignty risk, to power shortfalls and increasingly complex fund structures, what factors will decide realistic ROI in the next 5-10 years? How can asset managers find the partners balance investors and execution?  
 
-How are LPs evaluating the risks and opportunities in AI infrastructure? And what provides conviction in fund strategy? 
-Is the GP-LP relationship fundamentally shifting towards dedicated platforms as demand for capital as well as complexities increase? 
-What are realistic and proven exit strategies? 
 

From asset managers to dedicated direct investment, from new investment platforms to large listed players - what is the future of financing models in the AI era?   
How can operators best deliver stable returns whilst navigating an ever-complex environment. What elements of the process are suitable for underwriting and private credit? 
-How resilient are current asset allocations? 
-What partnerships an structures will matter to achieve superior returns whilst satisfying Hyperscaler demand? 
-Private vs Public: How will traditional GP Asset Managers adapt?

Bound by competitive business strategy and portfolio discretion, the driving forces behind digital infrastructure often keep their cards close to their chest. In this free-flowing, Chatham-house discussion we hear minds collide that will shape our AI future.

Data centers are not operating in a vaccum, and Investors are increasingly looking at integrated platforms that combine metro fibre, long-haul routes and data centre assets with reliable access to power. While operators are unlocking additional value through multi-asset-class plays. 

• Do vertically integrated models of power, compute and connectivity demand higher valuations? 

• How can fibre density enhances the competitiveness and valuation of data centre sites? 

• What are investable structures from towers to network infra? 

Insurance investors have become some of the most influential providers of long-term capital to digital infrastructure, attracted by predictable cash flows, inflation protection and growing demand from hyperscalers and AI-driven workloads. Simultaneously W&I requirements are now core dealmaking elements. Yet the asset class faces a new generation of risks—from power availability and climate exposure to technological obsolescence, cyber threats and geopolitical uncertainty.  
As insurers, asset managers, operators and lenders look to scale investment into data centres and supporting infrastructure: 
How should risk be priced, mitigated and converted into opportunity? 
How does climate exposure materially affect valuations and exit opportunities? 
Are investors being adequately compensated for rising complexity? 
How do underwriters and brokers build stacks sufficient to offset risks of increasingly large capital deployments especially within complex JV environments 

From public perception issues, to power constraints and widely differing regulations,  what markets will actually be able to provide strong investment opportunities: What are the hot spots to combine power supply, decisive governmental support and the right market size? 
From established European metro hubs to the Nordics and Central Europe, where can hyperscalers and investors meet in the middle? 
-What are realistic deadlines? 
-What are the opportunities and challenges of greenfield developments – or M&A deals in a consolidating market?