Data Center Investment Summit

AI-era financing demand both larger and more complex capital commitments, forcing greater use of private credit, construction financing, hybrid debt structures and securitization strategies. Even more complex, is the requirement to fund projects when the future is still so unclear - future AI workload demands, the continued shift to inference and the leaps and bounds by which AI models are improving, are all making the financial forecasts foggy. How do you finance infrastructure for the AI-driven digital infrastructure landscape? Join us for this panel as wel explore: How can stakeholders across the capital stack assemble a capital structure large enough to finance future projects? Are data centers creating entirely new capital products? How should investment for inference projects differ from projects which have largely been training-focused until very recently?

The traditional model of data center financing was focused on fixed tenants and long leases. Customer was credit. Now, the AI-first organizations - neoscalers and neoclouds - are adding a whole new layer of complexity in the eyes of investors, as they represent a whole new underwriting proposition. Investors require the confidence that customer demand is durale and ripe for growth. Join us for this panel as we explore: How can investors understand the credit quality spectrum of customers? What happens if GPU economics change?  What customers should operators really be chasing in order to satisfy investment stakeholders - the fastest growing customers or the safest customers?

The traditional model of data center financing was focused on fixed tenants and long leases. Customer was credit. Now, the AI-first organizations - neoscalers and neoclouds - are adding a whole new layer of complexity in the eyes of investors, as they represent a whole new underwriting proposition. Investors require the confidence that customer demand is durable and ripe for growth. Join us for this panel as we explore: How can investors understand the credit quality spectrum of customers? ' What happens if GPU economics change? What customers should operators really be chasing in order to satisfy investment stakeholders - the fastest growing customers or the safest customers?

The scale of capital required for AI infrastructure is now increasing so quickly that instituional investors are becoming active participants in the market, desiring all the visibility into transactions and exposue to specific assets that comes with such status. The shift to co-investment capital is real as digital infrastructure assets are no longer a niche allocation. Join us for this panel as we explore: How will these new fund structures work in practice? Who are now the lead investors in digital infrastructure deals? What is the future role of fund managers in a world of direct investor exposure?