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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Interview with Suresh Sidhu, CEO & Founder, EdgePoint Infrastructure

Suresh Sidhu, CEO and founder of EdgePoint Infrastructure, dives into capital raising strategies, ambitious expansion plans, and…

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,…

Top five factors to help ensure that your datacentre is bankable

In today’s high-stakes digital economy, datacentres are the backbone of connectivity, AI processing, and cloud computing. Yet,…

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…

Innovative datacentre financing: portfolio vs. ABS

This article explores two approaches currently shaping datacentre financing: portfolio financing and asset-backed securitisation…

Podcast - Ep. 15 – EdgeConneX

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

Podcast - Ep. 14 – AlixPartners

Klaus shares details into the state’s involvement into fibre rollout, how the landscape has changed throughout his time at…

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…

Podcast - Ep. 13 – EY-Parthenon

Dwayne Gibson-White is part of the EY-Parthenon Digital Infrastructure team. He discusses power allocation, hybrid financing…