Discover the latest trends and insights shaping digital infrastructure M&A, financing and investment across APAC. Explore in-depth interviews, subsector analyses, thought leadership articles, podcasts, reports, and intelligence samples.
Axel Granger, MD, Co-head of TMT, APAC, UBS
Axel Granger, MD, Co-head of TMT, APAC, UBS, discusses the subsectors driving APAC digital infrastructure M&A, the outlook for Philippines towers, and where REITs, valuations and investor appetite are headed next.
- Digital infra subsector activity – 01:00
- Philippine tower market evolution – 03:15
- Fibre’s asset-class complexity – 05:10
- Best markets for DC-to-DC connectivity – 07:30
- REIT listings vs stabilised asset sales – 09:30
- APAC’s next phase: platforms and public equities – 15:09
- Valuation multiples and investor appetite – 17:48
- Buyer’s market thesis and deal structuring – 22:00
Ben Happel, Partner, Altman Solon
Ben Happel, Partner at Altman Solon, discusses the accelerating investment cycle in APAC digital infrastructure, including the dominance of AI-driven datacentre investment, evolving financing models including GPU-secured lending, and the catalysts and risks shaping deal activity through 2026.
- APAC digital infrastructure: did 2026 deliver on its promises? – 01:45
- AI infrastructure, hyperscaler spending and regional growth hotspots – 04:03
- GPUaaS financing: evolving lender and investor scrutiny – 07:10
- Towers and fibre: cyclical slowdown versus structural challenges – 09:28
- Subsea, fibre and NaaS emerge as next capital targets – 12:17
- Capital recycling, AI adoption and financing innovation in datacentres– 13:19
- Key risks for datacentre investment: from AI monetisation gaps to geopolitical – 16:11