Digital sector spotlight: Data centres and beyond
Given the digitisation trends accelerating across Australia, as in the rest of the world, the growth opportunity for the data centre sector is compelling. Australia's cloud and AI-enabled economy is powered by a broad digital infrastructure ecosystem, and in turn a greater focus on energy efficiency is required to ensure the capacity to sustainably deliver AI. Investors are using different models to access the opportunity, intersecting with real estate and private equity, merging experience and capabilities. In contrast, activity in the telecom towers and fibre space has slowed and it will be interesting to see if there are more investments across the sector. In this session a group of investors will dig into the digital hype and dissect the deals to see where the best long-term returns can be found.
- How is data centre demand - greenfield developments and acquisition opportunities - being valued?
- Will digitisation further drive investment in renewable energy or will the demand for power take precedence?
- What’s different about digital infrastructure investment in Australia vs. other geographies?
- What is the outlook for deals and valuations in the towers and fibre space?
- How do data centres intersect asset classes and where do they fit on the risk spectrum?
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SpeakersRobin Ganguly Global Executive Editor Infralogic
Stewart Upson Co-President and Head of Asia Pacific BROOKFIELD
Darren Keogh Senior Managing Director STONEPEAK
Kevork Sahagian Managing Director OMERS INFRASTRUCTURE
Prashant Murthy Chief Financial & Commercial Officer AIRTRUNK
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