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 Swati Goyal, Chief Investment Officer at DCI Data Centres

Swati Goyal, Chief Investment Officer at DCI Data Centers, discusses emerging market opportunities in APAC for datacentre…

Interview with Benjamin Azada, Converge ICT’s Chief Sustainability Officer and Chief Commercial Officer

Benjamin Azada, Chief Sustainability Officer and Chief Commercial Officer at southeast Asian datacentre operator …

Interview with Stephen Miller, ST Telemedia President and CEO

Stephen Miller, President and CEO at ST Telemedia, discusses how to keep up with datacentre demand and how to adapt investment…

Interview with Kanishka Wickrama, acting CEO and CFO of Link Net

Key discussion points include: Link Net CEO and CFO discusses opportunities for fibre companies in Indonesia and the rest of…

Podcast - Ep. 4 – Aligned Data Centers

Raj Anubhav, CFO at Aligned, discusses the opportunities around the burgeoning ABS market in the US, deep diving into the…

Interview with Matthew Hemmings, MD, Fibre and Network, Openreach

Key discussion points include: Future-proofing Openreach’s network - 0:48 Rolling out fibre to 25 million premises 1:43…

Interview with Greg Mesch, CEO, CityFibre

Key discussion points include: How the digital infrastructure investor landscape is changing – 1:53 How…

Interview with Jeremy Chelot, CEO, Netomnia

Key discussion points include: Assessing the current debt environment - 3:30 Netomnia's relationship with DigitalBridge - 4:50…

Interview with Richard Jeffares, CEO, Vitrifi

Key discussion points include:  Vitrifi’s position in the UK fibre market - 0.55 How Vitrifi sets itself apart from…

Interview with Charles Murray, Partner, Analysys Mason

Analysys Mason Partner, Charles Murray, discusses TMT M&A pipelines and valuations, hot subsectors for 2024, and where…

Why DigitalBridge sees 'tremendous' opportunity in lease aggregation

As mobile network and datacentre operators grapple with capital needs, lease aggregation business models are becoming a growing…

Interview with Matt Evans, Head of Europe, DigitalBridge

Matt Evans, Head of Europe, DigitalBridge, discusses M&A pipeline across digital infrastructure in this exclusive interview…