Gaurav Juneja explores Fidium’s strategic priorities, market expansion metrics, the growing scope for securitisations in the space, and upcoming opportunities and challenges in the fibre market.  

Andrej Danis explores key shifts in the digital infrastructure market, emerging demand trends, considerations shaping datacentre locations, evolving financing models, and his outlook for the year ahead.

• Current fibre trends – 0:34

• Demand across digital infrastructure – 2:52

Nick Brown discusses Tillman’s entry into the datacentre market, partnership opportunities, fibre expansion plans, and where the firm sits as telecoms, energy transition and power lines blur. 

As investment in next-generation infrastructure and technology continues to surge globally, the North American market plays both pacesetter and pioneer.  

Watch the SS&C Intralinks and TMT Finance webinar, where senior North American Digital Infrastructure M&A leaders discuss the shifting regulatory landscape and other market uncertainties. In focus are M&A, consolidation and private equity investments that will factor in managing exposure to digital infrastructure assets in a volatile business landscape. 

This panel explores: 

Udhay Mathialagan discusses Brookfield’s datacentre portfolio, expansion plans, investment opportunities in privately-held firewalled data, and its interest in the AI-driven value chain.

• Top investment opportunities in Asia and reasons – 0:50
• Brookfield's global datacentre platforms and DCI's expansion plans – 2:24
• Investing in various segments of the AI value chain – 3:56
• Considerations for customers beyond US hyperscalers – 5:28

Serene Nah, MD & Head of Asia, Digital Realty and Chair of Digital Core REIT, discusses standout APAC datacentre deals and outlook, future-proofing and strategies for long-term growth - and how AI is driving expansion. 

Prashant Murthy, Managing Director of Capital & Strategy at AirTrunk, shares insights into the company’s growth strategy following its acquisition by Blackstone and CPP Investments, and discusses the company's approach in driving customer acquisition and the surge in demand seen in the past 12 months.

Suresh Sidhu, CEO and founder of EdgePoint Infrastructure, dives into capital raising strategies, ambitious expansion plans, and the impact of telco consolidation on Southeast Asia's tower industry. He also delves into EdgePoint's sustainability efforts, shaping the future of digital infrastructure across the region.

Ben Happel, Partner at Altman Solon, dives into APAC's evolving digital infrastructure amidst rising geopolitical tensions and market volatility. Despite challenges, the sector is booming: towers are back, fibre industries are emerging with vast opportunities, and datacentre demand remains insatiable. Happel outlines key strategies for sealing successful M&A deals in this dynamic landscape.