Investing in data centres does not always mean investing directly in the buildings themselves. This session will outline the main routes to gain exposure to the data centre landscape, from stabilised operating assets and platform strategies to development, powered land, debt structures, and the wider ecosystem of compute, infrastructure and service providers. 

As asset disaggregation gains momentum, explore how investors are viewing facility lease income, grid connections and power generation as distinct asset classes, and how standalone power infrastructure is emerging as a highly bankable investment opportunity.

Explore how different strategies behave across the cycle, what drives risk and return in each approach, and how operators can align platform strategy with the capital partners best suited to each stage of development.

AI is not the end state for data centre infrastructure. This forward-looking session will explore how emerging technologies such as more advanced chips, new architectures and the longer-term potential of quantum computing could change power density, cooling requirements, asset lifecycles and obsolescence risk.

Understand which elements of today’s infrastructure are most exposed to future change, what design and investment choices can preserve optionality, and how you can think about long-term value protection in a market where technology cycles may move faster than traditional investment horizons.