Global Data Center Investment Webinar

As digital infrastructure becomes a core pillar of the global economy, data centers are entering a new investment cycle shaped by AI, power availability, geopolitics, and capital discipline. This outlook examines where capital is flowing in 2026, which markets and business models are gaining favour, and how investors are reassessing risk, returns, and scalability in an increasingly energy-constrained world.

Global capital is flooding into data centers at an unprecedented pace, driven by AI demand, cloud expansion, and the strategic importance of digital infrastructure. But as valuations surge and projects scale faster than power, talent, and regulation can keep up, investors face a critical question: are we witnessing the birth of a generational infrastructure asset class, or the early signs of excess?

Is today’s investment thesis grounded in fundamentals or fuelled by narrative? The session explores capital structures, return expectations, power and land constraints, hyperscaler concentration risk, and the growing gap between headline demand and deliverable capacity. Investors, operators, and lenders will debate where disciplined capital will win and where the next correction may emerge.

As capital races into data centers, a growing share of growth is being financed through circular structures, asset recycling, sale-leasebacks, refinancing loops, securitisation, and sponsor-to-sponsor transactions. While these mechanisms unlock liquidity and accelerate expansion, critics argue they may also be masking leverage, inflating valuations, and weakening balance-sheet resilience.

The discussion will unpack refinancing dependency, hyperscaler concentration risk, power-linked revenue assumptions, and what happens if capital markets tighten. Does circular financing enable the next phase of critical digital infrastructure—or signal a risk investors can no longer ignore?