Data Center Investment Summit Asia
The inaugural edition of The Data Center Investment Summit (DCIS) will debut in Singapore – the region’s financial and digital nexus for next-generation infrastructure.
Co-located with W.Media’s High Performance Compute (HPC) Summit, the Investment Summit will expand the conversation beyond hardware and architecture to the financial frameworks shaping the future of digital infrastructure. Together, they bring capital providers, policymakers, operators and chip manufacturers into one forum to examine how the region is mobilizing investment for AI-ready and energy-resilient infrastructure.
The Investment Imperative
AI-ready data centers now represent one of the fastest growing alternative asset classes, with power-to-capacity ratios rising 3–5× and capex per MW exceeding historical baselines. Investors are no longer evaluating tenants and uptime, they’re underwriting energy access, interconnection density, and cooling efficiency as drivers of yield & valuation.
- Sovereign funds are scaling allocations into digital infrastructure as a defensive growth hedge.
- Structured finance solutions are bridging the gap between brownfield retrofit and greenfield expansion.
- Cross border M&A, ESG disclosure, land-use compliance, and AI era risk frameworks are redefining transactional playbooks.
- Agencies across Singapore, Malaysia, Indonesia, and Vietnam are deploying selective permits and green-capacity frameworks that directly influence where capital flows next.
Tejinder Singh
Principal, Investment Management
DigitalBridge
Yaniv Ghitis
Chief Commercial and Investment Officer
Digital Edge
Matthew Goh
Director
KKR
Jay Lee
Principal
Analysys Mason
Fredrik Johansson
Managing Director
Balder Investment
Robert Tang
Partner
Clifford Chance
Sonya Kalnin
Partner
Watson Farley & Williams
Maury G
Managing Partner
Levels Ventures
Justin Cham
Head of Investment
Frasers Logistics & Commercial Trust
8:00 AM
8:35 AM
8:00 AM - 8:35 AM
Registration
Registration & Networking Breakfast
8:35 AM
8:40 AM
8:35 AM - 8:40 AM
Welcome Address
Neli Dicheva
Head of Research
w.media
8:40 AM
9:00 AM
8:40 AM - 9:00 AM
Keynote
Keynote | Asia's Data Center Investment Outlook
What is the future growth trajectory of data center infrastructure and what does financing the data center build entail?
9:00 AM
9:40 AM
9:00 AM - 9:40 AM
Panel Discussion
Panel Discussion: Innovative Capital Structures for AI and GPU Infrastructure
What does the capital stack look like and how is it evolving to support future-proof digital infrastructure?
What models and platforms are there to fund hyperscale and GPUaaS builds?
What are the risks and the benefits?
Moderator
Fredrik Johansson
Managing Director
Balder Investment
Yaniv Ghitis
Chief Commercial and Investment Officer
Digital Edge
Lee Kong Min
Director Project Finance
Mizuho Bank
9:40 AM
10:20 AM
9:40 AM - 10:20 AM
Panel Discussion
Panel Discussion: Financing the AI Build-Out - Cost of Capital, Legal Certainty and Managing Execution Risk
The ability to finance projects at scale is becoming the defining constraint. From regulatory certainty and contract structures to investor risk appetite, we'll explore how the cost of capital, legal frameworks and bankability intersect.
Moderator
Clifford Chance
Robert Tang
Partner
Clifford Chance
Yaniv Ghitis
Chief Commercial and Investment Officer
Digital Edge
Kevin Tham
Managing Director
Värde Partners
10:20 AM
10:50 AM
10:20 AM - 10:50 AM
Break
Morning Coffee and Networking Break
10:50 AM
11:10 AM
10:50 AM - 11:10 AM
Keynote
Keynote Presentation: Where to Build and Why: Power, Risk and Resilience in Site Selection
As power availability and climate risk become binding constraints on digital infrastructure growth, site selection has evolved into a critical risk-management discipline. The roles of hazard mapping, grid interconnection capacity, fibre routes, and water stress increasingly shape location decisions for data centers and AI infrastructure.
11:10 AM
11:30 AM
11:10 AM - 11:30 AM
Keynote
A Policy Update: Regulatory Developments Across Asia
What are the latest policy and regulatory developments shaping digital infrastructure investment across Singapore, Malaysia, Indonesia, and Vietnam? We'll cover key issues including zoning and land use approvals, power allocation frameworks, ESG disclosure requirements, and tax and investment incentives affecting data center and AI infrastructure projects.
11:30 AM
12:10 PM
11:30 AM - 12:10 PM
Panel Discussion
Panel Discussion: The New Valuation Equation: Power Density, Cooling Innovation and Grid Readiness
As AI workloads push power density higher and infrastructure constraints tighten, traditional valuation assumptions are being re-written. How are high-density racks, liquid and immersion cooling, and increasingly long grid-connection lead times altering DCF models, revenue timing, and CapEx per MW for data center projects.
Moderator
Analysys Mason
Jay Lee
Principal
Analysys Mason
12:10 PM
1:10 PM
12:10 PM - 1:10 PM
Break
Networking Lunch in the Exhibition Area
1:10 PM
1:50 PM
1:10 PM - 1:50 PM
Panel Discussion
Panel Discussion: From Build to Exit: Liquidity Pathways Through REITs, Secondaries and Asset Recycling
As digital infrastructure assets mature and capital cycles shorten, liquidity and exit planning are becoming central to investment strategy. This panel examines the full range of exit and capital-recycling pathways, including secondary sales, sale-leaseback structures, and REIT listings, and how each is being used across data centers and digital infrastructure portfolios in the region.
Moderator
Levels Ventures
Maury G
Managing Partner
Levels Ventures
Tejinder Singh
Principal, Investment Management
DigitalBridge
Matthew Goh
Director
KKR
Kevin Guan
Chief Investment Officer
Bridge Data Centres
1:50 PM
2:30 PM
1:50 PM - 2:30 PM
Panel Discussion
Panel Discussion: Financing the Energy Transition: PPAs, Green Bonds and New Capital Instruments
As capital markets sharpen their focus on credible decarbonisation, financing structures are under increasing scrutiny. This session dissects direct and corporate PPAs (DPPAs/CPPAs), sustainability-linked loans, and transition-finance instruments, examining how they are being structured to support low-carbon digital infrastructure and data center growth.
2:30 PM
2:50 PM
2:30 PM - 2:50 PM
Keynote
Keynote: The Energy Frontier: SMRs, Storage Solutions and Microgrid Opportunities
What does the investment and risk equation look for next-generation low-carbon energy solutions, including nuclear SMRs, storage technologies, and microgrids? What are the capex, permitting requirements, project timelines, and the challenges of integrating these technologies with campus and hyperscale microgrid infrastructures?
2:50 PM
3:30 PM
2:50 PM - 3:30 PM
Panel Discussion
Panel Discussion: Power Procurement and Grid Challenges
As power availability becomes a defining constraint for AI and data center growth, sustainable finance is increasingly tied to how electricity is procured, priced, and delivered. This panel covers power procurement strategies, including PPAs, grid interconnection queues, and cross-border power frameworks, and how these structures support bankable low-carbon infrastructure for AI-grade loads.
Sonya Kalnin
Partner
Watson Farley & Williams
3:30 PM
4:00 PM
3:30 PM - 4:00 PM
Panel Discussion
Closing Panel: Mapping Capital 2027-2030 Where Regional Capital Will Flow Next
The closing panel will wrap up the key takeaways from the conference, providing a strategic roadmap for investors across the region. It will highlight anchor-tenant strategies, site pipelines, and partnership models that will mobilize the next wave of capital.
Moderator
Marianne Yeo
Director
Mayer Brown PK Wong
Justin Cham
Head of Investment
Frasers Logistics & Commercial Trust
Supporting Partners Sponsor
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