Panel: The Neocloud Capital Bet - Can traditional finance models support AI-native infrastructure expansion?

10 Feb 2027
Data Center Stage
Neocloud Summit
The shift from merely underwriting buildings to underwriting customers is now a critical consideration for AI-infrastructure financing. As AI data centers have capital requirements beyond any traditional data center projects, all whilst hinging on a steady but concentrated number of customers, exposure to AI hardware supply chain risks across GPUs and memory, as well as a limited operating history. Will AI data centers require a whole new set of financing terms to traditional or hyperscale data centers? Join us for this panel as we explore:
  • What characteristics define a neocloud in the eyes of investors? 
  • How could private credit prove more valuable for these increasingly large and complex financing requirements?
  • How stable is the neocloud customer class? And is that customer class evolving with AI demand?