Panel – Investing across the AI infrastructure value chain: building for demand or betting on it?

AI is driving unprecedented investment across digital infrastructure, but investors are increasingly selective about where capital is being deployed. Data centre mergers, acquisitions and investment activity reached a record US$69 billion+ in 2025, as institutional investors, infrastructure funds and sovereign capital increased their exposure to AI-driven digital infrastructure assets. As demand accelerates across the digital infrastructure ecosystem, attention is shifting from headline growth projections to the assets and business models most likely to create enduring value.

• Where will the greatest long-term value be created across the AI infrastructure value chain?
• How are investors distinguishing durable infrastructure opportunities from short-term AI enthusiasm and speculative demand?
• Which assets, platforms and business models are best positioned to generate sustainable returns as the market matures?

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