2025 Interview with Udhay Mathialagan, Managing Partner and CEO, Global Data Centres, Brookfield
Udhay Mathialagan discusses Brookfield’s data centre portfolio, expansion plans, investment opportunities in privately-held firewalled data, and its interest in the AI-driven value chain.
- Top investment opportunities in Asia and reasons – 0:50
- Brookfield's global datacentre platforms and DCI's expansion plans – 2:24
- Investing in various segments of the AI value chain – 3:56
- Considerations for customers beyond US hyperscalers – 5:28
2025 Interview with Serene Nah, MD & Head of Asia, Digital Realty
Serene Nah, MD & Head of Asia, Digital Realty and Chair of Digital Core REIT, discusses standout APAC datacentre deals and outlook, future-proofing and strategies for long-term growth - and how AI is driving expansion.
- Creating longevity in Asia's digital infra sector - 1:46
- Government investment in AI as a growth driver - 3:45
- Reducing regulatory roadblocks to investment - 6:00
- Effect of AWS and Microsoft DC lease discussions - 8:10
- Deals outlook for Asian digital infra - 12:30
2025 Interview with Vivek Sood, Group CEO & Managing Director, Axiata Group
Vivek Sood, Group CEO and Managing Director of Axiata Group, discusses the company’s MNO position across South and Southeast Asia, the effects of market consolidation, challenges and opportunities in the tower industry, fibre development projections, and its plans for leveraging and expanding its technology portfolio companies.
- XLSmart merger rationale in Indonesia and industry impact – 01:08
- Potential for MNO consolidation in Axiata’s key markets – 02:45
- Primary opportunities and challenges in the tower industry – 03:44
- Thriving tower markets in Asia – 05:11
- Future outlook for fibre in Southeast Asia – 05:59
- Axiata’s tech investment strategy and growth plans – 08:17
2025 Interview with Prashant Murthy, Managing Director, Capital & Strategy
Prashant Murthy, Managing Director of Capital & Strategy at AirTrunk, shares insights into the company’s growth strategy following its acquisition by Blackstone and CPP Investments, and discusses the company's approach in driving customer acquisition and the surge in demand seen in the past 12 months.
- AirTrunk’s growth strategy following acquisition - 00:52
- Market strategy, customer acquisition, and project delivery - 03:16
- Expansion into new markets, and potential opportunities - 05:49
- The evolution of customer demand and anticipated changes - 07:53
- The effect of American hyperscalers slowing, or pausing, projects - 09:33
2025 Interview with Suresh Sidhu CEO & Founder, EdgePoint
Suresh Sidhu, CEO and founder of EdgePoint Infrastructure, dives into capital raising strategies, ambitious expansion plans, and the impact of telco consolidation on Southeast Asia's tower industry. He also delves into EdgePoint's sustainability efforts, shaping the future of digital infrastructure across the region.
- Expansion plans beyond the Philippines, Malaysia and Indonesia – 01:03
- How consolidation among MNOs is affecting the tower industry in Southeast Asia – 02:25
- Edgepoint’s shareholder DigitalBridge’s role in shaping the direction and strategy of the company – 04:04
- The company’s plan to raise capital to fund growth and expansion plan – 05:18
- Sustainability efforts and its integration into the company’s strategy – 06:11
2025 Interview with Ben Happel, Partner, Altman Solon
Ben Happel, Partner at Altman Solon, dives into APAC's evolving digital infrastructure amidst rising geopolitical tensions and market volatility. Despite challenges, the sector is booming: towers are back, fibre industries are emerging with vast opportunities, and datacentre demand remains insatiable. Happel outlines key strategies for sealing successful M&A deals in this dynamic landscape.
- Impact of geopolitics and market volatility on digital infra – 00:53
- Keys to closing successful M&A deals – 01:45
- MNO consolidation's effect on APAC digital infra – 03:55
- Towers' comeback in APAC – 05:47
- Fibre opportunities and challenges in APAC – 07:17
- Datacentre growth hotspots – 09:20
- APAC countries with the most growth potential – 11:42
2025 Interview with Niranjan Arasaratnam, Partner at Linklaters
Niranjan Arasaratnam shares insights on Linklaters’ growth strategy, and reflects on the year’s standout digital infrastructure deals, opportunities in the fibre space in Asia, and the effect of regulatory challenges on the market.
2025 Interview with Andrew Thomas, Senior Managing Director at Stonepeak
Thomas shares insights on Digital Edge’s growth strategy, the convergence of energy and digital infrastructure, as well as investment and exit strategies within the digital infrastructure space, and more.
