Insights
Discover the latest trends and insights on digital infrastructure M&A and financing via our deep dive interviews, subsector reviews, thought leadership articles, podcasts, reports, and sample intelligence.
Interview with Tom Levine, Partner, Paul, Weiss
Tom Levine, Partner, Digital Infrastructure and Telecom, Paul, Weiss, discusses shifting investor sentiment in digital…
Interview with Jeremy Chelot, Group CEO, Netomnia, YouFibre and brsk
Jeremy Chelot highlights growth strategies in UK fibre, financing pressures across altnets, consolidation trends, and the outlook…
Interview with Cédric Foray, Global and EMEIA Telecommunications Sector Leader, EY
Cédric Foray examines emerging deal hotspots, the recalibration of investor risk and capital strategies, and the next phase of…
Podcast - Ep. 22 - Echelon Data Centres
Simon McCormick, CCO of Echelon Data Centres, discusses how the dynamics between datacentres and utility companies are evolving…
Podcast - Ep. 21 – Mediterra DataCenters
Emmanuel Becker, CEO of Mediterra DataCenters, discusses the importance of colocation datacentres in Southern Europe and beyond,…
Podcast - Ep. 14 – AlixPartners
Klaus shares details into the state’s involvement into fibre rollout, how the landscape has changed throughout his time at…
Podcast - Ep. 13 – EY-Parthenon
Dwayne Gibson-White is part of the EY-Parthenon Digital Infrastructure team. He discusses power allocation, hybrid financing…
Interview with Dame Dawn Childs, CEO, Pure DC
Dame Dawn Childs, CEO of Pure DC, discusses land acquisitions and joint ventures, challenges in power supply, land sourcing…
Interview with Jeff Tapley, COO of Digital Realty
Digital Realty COO Jeff Tapley outlines the company’s growth plans, ongoing funding requirements, and how it is responding to an…
Interview with Thibault Sauvage, Senior Director, Infrastructure Financing, CDPQ
CDPQ’s Senior Director of Infrastructure Financing, Thibault Sauvage, discusses key 2024 highlights for the infrastructure…
Interview with Lionel Recorbet, CEO, XpFibre
Lionel Recorbet, CEO of XpFibre, discusses the company's E5.8bn refinancing, the company's relationship with its shareholders,…
Interview with Oliver Bradley, Macquarie Capital's Global Head of Digital Infrastructure Investing
Oliver Bradley, Macquarie Capital's Senior Managing Director and Global Head of Digital Infrastructure Investing, discusses their…