Panel Discussion - How are investors meeting the continued demand for capital in data centres?

The aggressive growth of the data center sector continues. From 2019 to 2024 US data center capacity more than doubled to roughly 32GW, while colocation rates have dropped to approximately 3%. Forward looking forecasts for 2035 range from 120 to 170 GW capacity required. Meeting this demand for data center capacity will require ever-increasing volumes of capital from existing and new innovative sources. This session will explore:

• How the evolving understanding of rating agencies is expanding the role of asset-backed securitization, especially into colocation.
• The growing impact of private credit in meeting data center’s demand for capital.
• How investors are viewing the risk posed by lower-quality AI tenants taking up large amounts of capacity.