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.

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Podcast - Ep. 20 – Greenberg Traurig

Jake Robson discusses datacentre consolidation, private credit as alternative funding, and navigating geopolitical challenges,…

Digital Infra Investment Review H1 2025 Americas

Our Digital Infra Investment Review H1 2025 Americas is now available.  As the world continues to grapple with…

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…

Podcast - Ep. 19 – Snowhawk & CleanArc

Brian and James discuss Snowhawk and CleanArc’s partnership and what capital foundations are essential to create future-proof…

Podcast - Ep. 18 – Linklaters

Julian Cunningham-Day and Rich Jones, Partners at Linklaters, discuss deal trends in the European fixed line and fibre NetCo…

Podcast - Ep. 17 – EdgeCloudLink

Uzi Hadar, CFO at EdgeCloudLink (ECL), the first fully off-grid, hydrogen-powered, modular datacentre-as-a-service provider,…

Digital Infra Investment Review Q1 2025

Our Q1 Digital Infra Investment Review is now available.  Global M&A value rose to US$118.9bn in Q1 2025, up YoY…

Podcast - Ep. 16 – Blue Owl Capital

Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks…

Podcast - Ep. 15 – EdgeConneX

Randy discusses market expansion plans, investment structures, plus what it takes to manage a global datacentre platform. Randy…

Powering datacentres – from atoms to bytes

Maryam Adamji, Partner, Energy and Infrastructure, Linklaters explores the benefits of nuclear power for datacentres,…

Digital Infra Investment Review 2024

Our report Digital Infra Investment Review 2024 is now available. 2024 was a record-breaking year for Digital Infrastructure…

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…