Space Investment Summit

Advances in satellite technology, lower launch costs and expanding commercial applications are accelerating the development of a rapidly evolving ecosystem that sits at the intersection of communications, technology and infrastructure. While significant capital is flowing into the sector, questions remain around scalability, risk, regulation and the long-term investment profile of space-based assets. Join as as we explore the complexities of space-based digital infrastructure, from data centers to connectivity.

As demand for reliable, high-speed connectivity continues to grow, investors are increasingly evaluating the role of space-based networks alongside traditional terrestrial infrastructure. This session explores the rapidly evolving satellite connectivity sector, examining its potential as an emerging asset class and its place within the broader digital infrastructure landscape. Join us for an insightful discussion, as we explore: •  How does the investment thesis for satellite networks compare with that of fibre infrastructure? •  Where do satellite solutions offer distinct advantages over terrestrial connectivity, and where does fibre remain superior? •  What are the most attractive opportunities across the satellite connectivity value chain? •  How should investors evaluate the capital intensity and return profile of satellite infrastructure projects?  

Is the future of digital infrastructure really amongst the stars? As terrestrial compute hits bottlenecks in thermal management, power and land, the opportunities for space-based real-estate for compute looks increasingly attractive. However, the eye watering CapEX and unprecedented nature of these projects leaves those responsible for investment and risk with many questions.  Join us for this asset class deep dive, as we explore: What are the CapEx and OpEx predictions for data centers orbiting the Earth? How will the latency constraints make customer contracts less likely as we shift more to inference? How exactly are such deals structured and where do they differ from terrestrial compute?  

To close our series of deep dives into space-based infrastructure, we must answer the ultimate question - will space-based infrastructure really succeed? The opportunities to overcome severe bottlenecks are almost certainly there, but so too are barriers from CapEx to risk to customer appetite.  Join us for this incredible debate as we settle the question in front of the entire digital infrastructure industry.