The Digital Infrastructure Investment Summit

Inflection Point? 

The view from a capital deployer across the digital infra ecosystem, outlining key market shifts and sharing their perspective 

Everybody claims to have “powered land.” What does investment grade actually mean when the market is moving faster than lenders can define it? 
Why are the biggest allocators building their own vehicles rather than deploying through GPs? Crucially, hearing directly from the allocators setting them up — not just the platforms they've spun out. We will discuss where the large public players fit in and what structures offer the best for various classes of capital owners. 

• Customer type, powered access, contracted revenue quality — the real variables 

• Hyperscaler vs neoscale finance: How do you match 20-year debt with 10-year DC contracts? 

LPs from pension, sovereign wealth, private capital and insurance discuss amongst peers how they build conviction. Regulatory, geopolitical and data sovereignty pose risks - as do power shortfalls and increasingly complex fund structures, what factors will decide realistic ROI in the next 5-10 years and how these challenges can unlock new growth opportunities. 

• How are LPs evaluating AI infrastructure risk vs opportunity? 

• Is the GP-LP relationship shifting decisively to dedicated platforms? 

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. What is a perfect balance for returns vs risk? Convergence or separate deployments? 

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

• Does attaching connectivity to a data centre unlock or dilute value? 

• Are we heading for consolidation or separation in the next cycle

• Are platforms becoming too large to exit cleanly? 

• What should we read into the recent LLM IPOs — and the nervousness they created? 

• Which pools of capital will actually be there for the next cycle? Do we need to recycle capital faster?