Tom Levine, Partner, Digital Infrastructure and Telecom, Paul, Weiss, discusses shifting investor sentiment in digital infrastructure, capital discipline, fibre consolidation trends and the outlook for dealmaking across European markets.

Watch a snippet of the conversation below or click here for the full video.

In the full interview, Tom Levine discusses:

• Digital infrastructure investment sentiment and sector differentiation – 00:45

• Evolution of private capital and implications for capital allocation – 03:05

• Prudence, cash generation and changing investor risk appetite – 06:42

• Fibre consolidation dynamics and restructuring pressures in the UK – 08:43

• Dealmaking outlook, exits and the next investment cycle – 09:57

Watch the full interview here