Executive Boardroom: Can AI demand reprice European B2B fibre?

A renewed strategic interest in B2B fibre has emerged, born out of shifting AI workloads and the decentralisation of compute. While traffic forecasts are rising and established platforms continue to attract debt capital, limited transaction evidence has made equity valuations difficult to establish.  At the same time, the pace of datacentre development is raising a broader question over whether Europe’s fibre infrastructure can support the connectivity required. So, investors must distinguish those networks with durable infrastructure characteristics to determine where the next investable opportunities will emerge, and solidify confidence in the sector. This session will explore:

• Are investors underestimating connectivity as a constraint on new datacentre development?
• Which AI traffic is actually addressable by wholesale fibre operators?
• Which European corridors are emerging with contracted orders v. forecasted demand?
• What is being valued most: the fibre itself, the route, the customer contracts, the service layer or the wider platform?
• Is dark fibre back? And where does it produce superior infrastructure economics?
• Is there sufficient asset scale and contract consistency to replicate US fibre ABS?
• If mature B2B fibre can raise long-term institutional debt, why has the equity market struggled to establish a valuation floor? And when will B2B fibre reprice?