Moline highlights ALLO’s shift toward strategic acquisitions, the growing influence of ABS financing, and the long-term investment tailwinds shaping the US fibre market.

• Greenfield-only builds to strategic acquisitions - 01:27
• Evolving capital structures blending equity and securitised debt - 02:20
• ABS financing rewarding mature, high-performing networks - 03:19
• Evolving investor mix in US fibre space - 04:54
• Has the US fibre market reached saturation point? - 06:53 

Jason Tofsky, Partner & Global Head of Digital Infrastructure at Goldman Sachs, discusses capital recycling and structures in digital infrastructure, the use of continuation vehicles, and datacentre exit opportunities globally

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.