22
Oct
What’s next for digital infrastructure? Investing beyond AI hype
Europe’s digital infrastructure remains one of the fastest growing sectors, but investors are starting to question high valuations. The panel examines whether data centre prices have reached a high-water mark and where are the most compelling prospects for fibre deals. The discussion will also consider investor appetite for core assets such as telecom towers and highlight new opportunities beyond traditional digital assets.
- What is the outlook for data centre expansion and are valuations still rising amid AI-driven demand?
- Where are the emerging hotspots for fibre investment, and are there opportunities in challenging countries such as the UK and Germany?
- Is competition for core digital infrastructure becoming more intense as these assets become scarcer? Are investors finding new deals in second-tier European markets?
- Can emerging subsectors like ground leases, chip firms and subsea networks be attractive for infrastructure investors? And where is the next wave of growth?
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SpeakersLisa Seifman Partner, London White & Case
Francisco Abularach Global Co-Head of Infrastructure Investment Banking JP Morgan
Manjari Govada Managing Director DigitalBridge
Ho-Shik Lim Co-Head of TMT Investments EBRD
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Lisa Seifman is a partner at White & Case based in London. Lisa has in depth experience of data center financings on numerous projects around the world, for financial institutions and internationally active developers and operators.
Francisco (“Cisco”) Abularach is global co-head of Infrastructure Investment Banking at JP Morgan (“JPM”). Cisco joined JPM in July 2025 and is based in London. Previously, he was a senior partner and investment committee member at Antin Infrastructure Partners. Before that, Cisco spent 26 years at Citi, where he spearheaded their focus on Infrastructure and acted as financial advisor on a number of the most important transactions across the sector.
Manjari Govada is a Managing Director at DigitalBridge Investment Management. Ms. Govada is based in London and leads the European digital infrastructure investment strategy. In 2018, Ms. Govada relocated from DigitalBridge’s New York office to help open the London office.
Prior to DigitalBridge, Ms. Govada was at BlackRock, in the Alternative Solutions Group focused on direct special situation investments across various alternative asset classes, geographies and sectors.
Ms. Govada received a Bachelor of Arts, summa cum laude, in Mathematics and Economics from the University of Minnesota, Morris and a Master of Finance from the MIT Sloan School of Management.