Europe is seeking greater control over the infrastructure and technology underpinning its AI economy; spanning datacentres, power, connectivity and more. Yet these projects sit within a market still somewhat reliant on imported technologies and international customers and capital. The challenge is to turn the strategic ambition into infrastructure that can attract private investment, secure financing and compete commercially at scale. The session will explore:

• Is sovereignty now a high-priority investment filter?
• What does sovereignty require across the digital infrastructure stack? And how are investors distinguishing substantive sovereignty from ‘Europe-hosted’ infrastructure?
• Where can investors capture value across the stack?
• Where are platforms and projects gaining traction? And which investment and partnership structures are translating into executable projects?
• Could European enterprise and public sector customers support senior bank debt, project finance or long-dated institutional capital?
• When considering strategically sensitive infrastructure, what implications arise for underwriting, governance, national security review and exit optionality?