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

Türkiye's leaders share insight into international trade and infrastructure development, focusing on financing opportunities, cross-border partnerships, and inbound investment potential. Key areas include major infrastructure initiatives such as railway projects and urban development, international trade and project finance, and Türkiye's integration with regional trade corridors and logistics networks.