Accelerating digital infrastructure investment strategies

Leaders across the TMT space will discuss how operators and investors have adjusted to the lack of capital available, who will be the winners and losers under the current macro environment, innovative financing vehicles to fuel growth, the shakeout in EMEA datacentres and UK fibre, and an everchanging regulatory landscape across digital infrastructure.  

Leaders across digital infrastructure discuss the most critical issues currently facing the sector, including how the next wave of transactions will shape up, growth strategies, subsector opportunities and evolving deal structures. 

The ongoing digitisation and AI explosion are driving the demand for over 100 GWs of new global hyper/scale data centre capacity over the next decade. To meet this enormous demand, the industry requires hundreds of billions in funding.

In this panel, we will explore the latest trends shaping the data centre landscape, strategic positioning for future growth, and innovative approaches to accessing and deploying capital. Gain insights from top industry executives on how to navigate evolving market dynamics and successfully invest in the biggest bet in tech history.

As AI applications drive evolving workload demands, there's a critical assessment of the impact on data center infrastructure. Speakers will focus on the capture and transmission of energy, the imperative for sustainable power generation and consumption and exploring the pressing need for scalable and efficient infrastructure to accommodate AI-driven workloads. 

With a number of strategic and distressed consolidations having taken place in 2024, and new players emerging into the market, such as the VMO2 NetCo, how will the next wave of M&A play out in 2025? What can investors and altnets learn from the current environment as they look towards the next phase of growth across UK fibre?