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.
Be the Baobab: Rethinking towerco value creation
Gayan Koralage, Director of Strategy at EDOTCO Group, explains how telecom infrastructure is evolving from fragmented…
Podcast - Ep. 24 - Oak Hill Capital
Scott Baker, Managing Partner at Oak Hill Capital, discusses US fibre consolidation, how new pools of capital are reshaping the…
Podcast - Ep. 23 - Tillman Global Holdings
Sachit Ahuja, Co-President of Tillman Global Holdings, discusses how 2025 shaped TGH’s investment strategy and its outlook for…
How Japan is balancing datacentre growth with climate goals
Tim Fourteau, Paul Harrison and Dominic Oben of White & Case examine how Japan’s rapidly expanding…
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. 20 – Greenberg Traurig
Jake Robson discusses datacentre consolidation, private credit as alternative funding, and navigating geopolitical challenges,…
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,…
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…