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Panel: Data Center Credit Quality - Who are investors really underwriting?
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?