Panel: Datacentre power as a strategic asset – where is the investment premium and how should it be financed?

Power is moving from an operating input to a strategic asset in the datacentre investment case. As investors pay premiums for powered pipelines, utilities and developers form new partnerships, and new energy solutions create alternative routes to energisation, the opportunity is expanding. The key question is no longer simply who bears the risk, but where control of power creates genuine value and how that value should be financed. This session will explore:

• As access to power becomes one of the industry's key competitive advantages, what makes a power position genuinely valuable? And what distinguishes a bankable energisation plan?
• How is the growing scarcity and strategic importance of power changing datacentre valuations? And where are investors willing to pay a premium?
• As datacentre and energy infrastructure become more closely integrated, what new partnership and financing models are emerging? And where can specialist energy capabilities and capital add value?
• How are bridge-to-grid, on-site generation, storage and hybrid power solutions expanding the universe of viable datacentre locations? And which of these models could become permanent rather than transitional?
• What are the most effective ways for developers, utilities, customers and capital providers to work together to manage risk and accelerate access to power?
• How will evolving grid rules and energy standards create opportunities and risks for investors in the datacentre market?