It takes a village: Can we create a unified investment strategy across data centers, telco and fibre?

15 Oct 2026
Capacity Europe: The Outlook (Sky Bar)
Investment, Finance & Market Dynamics

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?