Digital infrastructure is taking Europe by storm, with the trilogy of data centres, fibre, and towers taking centre stage. We break down this crucial sector, considering:

• Can demand for data keep up with how quickly we can deploy new assets?
• Are telecom companies having issues with raising debt?  Size matters: evaluating the hyperscalers vs co-location data centers
• Finding megawatts: navigating the bottlenecks around availability and price of electricity. Examining the state of data center PPA’s
• How do the issues around net zero and sustainability affect investor outlooks?
• Will we see a fiber market consolidation? What are the trends around asset valuations?
• What are the key takewayays from towers maturing as an asset class that we can extrapolate to fiber and data centers?
• Examining recent tower and fiber M&A and refinancings
• Evaluating the role of PPP’s in the future of fiber investment