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As we continue to embrace digital transformation across all sectors, the demand for data centre capacity is experiencing an unprecedented surge, driven and shaped by AI. To support this growth, substantial capital investment is necessary. Modern data centre construction and expansion is capital-intensive, requiring access to diverse debt capital markets. Traditional bank financing, alongside alternative financing sources such as private credit, will play a crucial role in funding these large-scale projects. The ability to secure funding will be a critical determinant of how quickly and efficiently these data centres can scale.
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Attracting equity investors: LP shifts towards sustainable/AI-aligned plays, pension and sovereign funds; infrastructure vs real estate; syndication models and valuation gaps Sourcing debt in a high-i ...
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Separating AI hype from durable demand: How are investors stress-testing AI assumptions? Is AI transforming digital infrastructure as an asset class? Supply challenges: Is power the real constraint? ...
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Roundtable 1: Europe, UK & Ireland
Power availability, planning reform, data sovereignty, grid bottlenecks, public resistance
Roundtable 2: United States
AI campuses, merchant power, permitting speed vs Europe
Roundtable 3: Capital structures & risk allocation
Private credit, hybrids, JVs, securitisation, lifecycle capital
Moderators:
James Lapushner, CIO, Anacott Capital
Caroline St Claire, Managing Director, AON
Roundtable 4: Public–Private Partnerships
What governments can (and can’t) do to unlock investment
Moderator:
Marin le Corre, Founder & Investor, Alma Capital
Roundtable 5: Determining the perfect powered land site and how will behind-the-meter change
Key criteria, grid/renewables access, water, stability, fibre, zoning, permitting and community hurdles; on-site generation and microgrids
Roundtable 6: Exit strategies: How to optimise ROI retaining value
New ways to find value behind sheer growth; capital recycling, refinancing and secondaries; maximising operational value in investments
Moderator:
Salman Yahya, Portfolio Manager, Infrastructure Investments, ADIA
Koon Min Lee, Assistant Vice President, GIC
*Invitation-only, Chatham House Rule
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