Data centre financing – Driving convergence

scheduleApril 20th, 2026, 16.30 BST

Winners and Losers in the Data Centre Investment Race

The panel debates the risk of a data centre bubble, drawing analogies to the shopping centre boom. Jonathan Jay reframes the opportunity by highlighting the value in ancillary businesses surrounding data centres — from cooling technology to logistics — and argues that the physical infrastructure has not kept pace with AI advancement. Andrea Pittaluga explains Tristan's disciplined deal selection process and location criteria.

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