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.

Podcast - Ep. 18 – Linklaters

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

Interview with Prashant Murthy, Managing Director, Capital & Strategy, AirTrunk

Prashant Murthy, Managing Director of Capital & Strategy at AirTrunk, shares insights into the company’s growth strategy…

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…

Podcast - Ep. 17 – EdgeCloudLink

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

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,…

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 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…