As much of the market chases large AI campuses, retail colocation offers a distinct investment profile, with different demand drivers, contracting dynamics and downside protection. Hear why smaller power requirements, existing buildings and shorter, more flexible contracts give colocation an edge on time to market and pricing, and why demand for low-latency AI inference close to cities could drive a new wave of growth.

Explore where the risks sit, from customer churn and energy price exposure to adapting older sites for higher-density computing, and what operators and investors should look for when assessing customer mix, revenue durability and pricing. Understand why multi-site platforms may be better placed than single-city operators, and how sovereignty requirements are shaping demand.

This panel will explore how the appetite of capital providers differs by project type, and what that means for leverage, pricing, terms and deal execution as the market becomes more selective. Hear how investors are assessing delivery risk, counterparty risk and location risk, and how these factors are translating into structuring decisions and required returns. 

Explore why operational risk and long-term performance are often under-assessed relative to construction delivery, and what this means for securing competitive funding and protecting investment outcomes. 

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.