Metro Connect Fall Stage

Data Centre Investment: Who Gets Funded When Power, Debt and AI Demand Collide?

AI demand is accelerating, but capital is becoming far more disciplined. In a market constrained by power availability, interconnection delays and delivery risk, investors are becoming increasingly selective about which projects — and platforms — are truly viable long term. 

This boardroom-level discussion will explore where capital is flowing, how investors are underwriting AI and neocloud demand, and what separates scalable developments from capital-intensive dead ends.

• Where capital is flowing — and which opportunities are being over- or under-priced

• The growing role of private credit and evolving financing structures

• How power access, tenant quality and community engagement are shaping investment decisions

• What differentiates scalable platforms from projects at risk of stalling or stranded capital