Panel discussion: How to approach the convergence of data centers, power and fiber?  

02 Sep 2026
Investment and finance summit , Summits and Forums

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The lines between connectivity, compute, and power are blurring. Investors are increasingly looking at integrated platforms that combine metro fibre, long-haul routes and data centre assets with reliable access to power. While operators are unlocking additional value through multi-asset-class plays. 

  • Do vertically integrated models of power, compute and connectivity demand higher valuations? 

  • How fibre density enhances the competitiveness and valuation of data centre sites? 

  • Where convergence strategies succeed, and where do they risk adding complexity and diluting core competencies? 

Speakers
William Smales
William Smales, Partner and Chief Investment Officer - Morrison