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 Dwayne Gibson-White, Partner, Digital Infrastructure, EY Parthenon

Dwayne Gibson-White, Partner, Digital Infrastructure at EY-Parthenon discusses power allocation, hybrid financing solutions and…

Navigating Global Growth in Data Centres: Riding the AI Wave

Navigating Global Growth in Data Centres: Riding the AI Wave, developed in collaboration with DLA Piper, is now available. This…

Podcast - Ep. 10 – Blue Owl Capital

Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre…

Interview with Brouk Eshetu, vice president of global management, Coresite

Brouk Eshetu, VP of general management at CoreSite discusses emerging trends in the datacentre industry, including AI, power…

Interview with Sharif Metwalli, CFO of Vantage Data Centers

Sharif Metwalli, CFO of Vantage Data Centers, discusses Vantage's huge growth over the past year, including its DigitalBridge and…

Interview with Taylor Dixon, Senior Vice President at Datasite

Taylor Dixon, Senior Vice President at Datasite, discusses M&A activity in digital infrastructure and technology,…

Podcast - Ep. 9 – SMBC

Quynh Tran, Deputy Head of Structured Finance, Americas at SMBC and Matthew Lindgren, Executive Director of Private Placements,…

Podcast - Ep. 5 – OneAdvanced

Simon Walsh, CEO of UK software giant OneAdvanced, discusses the company’s PE shareholder structure, five-year growth plans, and…

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 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…

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…

Podcast - Ep. 3 – Searchlight Capital

Ajit Pai, partner at Searchlight Capital and former Federal Communications Commission chairman, discusses opportunities around…