Panel – From compute to capacity: power as the new investment battleground

Power is one of the most important drivers of digital infrastructure investment. In many markets, access to reliable power is becoming a greater determinant of value than capital availability itself, and investors are placing increasing emphasis on project bankability, assessing not only access to power but also the certainty of delivery, contractual protections and the allocation of risk between developers, utilities, customers and capital providers.

• What level of power visibility and delivery confidence do investors need before committing capital?
• How are power constraints reshaping asset valuations and development strategies across digital infrastructure?
• What makes a power-constrained project sufficiently bankable to attract institutional capital, and how should risks be allocated between developers, power providers, customers and investors?

For information on how to attend The Digital Infrastructure Finance & Investment Summit, please email: louise.burrett@techoraco.com