Metro Connect 2027 agenda

The digital infrastructure industry stands at a pivotal moment. The convergence of AI, cloud computing, data centers, fiber networks, and power infrastructure, is creating what many investors believe could be the largest investment cycle the sector has ever experienced. Yet while capital continues to flow into digital infrastructure, the question is no longer whether value will be created, it is where that value will be captured. Will the biggest winners be data center operators, fiber platforms, power providers, AI infrastructure developers, cloud ecosystems, or entirely new business models emerging at the intersection of these sectors? This investor panel will bring together leading financial sponsors and investment banks to debate where the next wave of value creation will occur and which assets are best positioned to capture it. ' Which digital infrastructure sectors are best positioned to generate outsized returns over the next decade? ' Which business models are attracting the strongest investor interest and commanding premium valuations? ' Will fiber benefit from growing AI demand, or will the majority of value accrue to data centers and power infrastructure?