Metro Connect Fall Stage

After several years of capital formation, aggressive build‑out, and private equity inflows, digital infrastructure is entering a more disciplined phase. Higher interest rates, slower deployment timelines, and overlapping asset footprints are forcing operators and investors to reassess scale, efficiency, and long‑term returns.

•  How are global macroeconomic and geopolitical risks impacting investment in digital infrastructure within the US?
• What are the key drivers of M&A across digital infrastructure? From efficiency through scale, to new market entrance and even distressed M&A
• How are creative deal structures, like JVs and structured equity, emerging to meet the scale of capital required for digital infrastructure?