Metro Connect Fall Stage

As AI adoption accelerates and gigawatt scale campuses are being deployed, data centers are one of the most active and fast-growing investment categories. This panel will discuss how investors are adapting fund terms and deal structures to navigate this evolving landscape.

• How is capital being deployed in a shifting risk and macro environment?
• Direct or co-invest: how are large funds pursuing investments?
• What are the biggest LP sensitivities around development risk, power procurement or tenant concentration?