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Keynote Presentation: Digital Infra Investment – Unstoppable?
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?