Interview with Dwayne Gibson-White, Partner, Digital Infrastructure, EY Parthenon
Dwayne Gibson-White, Partner, Digital Infrastructure at EY-Parthenon discusses power allocation, hybrid financing solutions and diversification of M&A activity within the digital infrastructure space and credit case comparisons between fibre and datacentre investment.
- A capital allocated supressed year in 2024 harkened to pent up demand but a stronger pipeline for 2025 - 01:28
- Power allocation including reinforcing existing grid infrastructure and increased spend from hyperscalers in emerging markets - 02:43
- Energy requirements influenced by workload and latency - 04:56
- Exploring hybrid financing solutions including direct purchasing of natural gas and virtual PPAs - 05:50
- Diversification in M&A activity within digital infrastructure, capital allocators looking within value chain - 08:25
- Credit case comparison of fibre and datacentres, lenders nervous around fibre credit in overbuilt markets - 10:19
