Discover the latest trends and insights shaping digital infrastructure M&A and financing across USA. Explore in-depth interviews, subsector analyses, thought leadership articles, podcasts, reports, and intelligence samples.
Jason Tofsky, Partner & Global Head of Digital Infrastructure, Goldman Sachs
Jason Tofsky discusses capital recycling and structures in digital infrastructure, the use of continuation vehicles, and datacenter exit opportunities globally.
- Capital recycling within the digital infrastructure space – 0:55
- The role of continuation vehicles – 03:14
- Continuation vehicles from hyperscale and colocation perspectives – 04:41
- IPOs as an exit opportunity for datacenters globally – 06:30
- Wider industry expectations for digital infrastructure for 2026 - 07:56
Interview with Brad Moline, President and CEO at ALLO Communications
Moline highlights ALLO’s shift toward strategic acquisitions, the growing influence of ABS financing, and the long-term investment tailwinds shaping the US fiber 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 fiber space - 04:54
- Has the US fiber market reached saturation point? - 06:53
Interview with Gaurav Juneja, COO, Fidium Fiber
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 fiber market.
- Fidium Fiber’s company strategy following recent take-private - 0:58
- Fidium Fiber’s top strategic and capital allocation priorities over the next two years - 2:17
- Balancing greenfield versus M&A expansion - 4:12
- Financial and operational metrics for market expansion - 5:01
- Fibre’s revenue predictability and the role of securitisations - 6:26
- Upcoming opportunities and challenges in the fiber market - 8:58
Interview with Andrej Danis, Partner & Managing Director, AlixPartners
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
- Questions raised by the rush for power – 4:57
- Use of evolving financing tools – 8:06
- Neoclouds and exciting market shifts – 9:48
- Predictions for 2026 in the digital infrastructure space – 13:33
Interview with Nick Brown, Managing Director, Tillman Global Holdings
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.
- Tillman’s digital infrastructure outlook – 0.33
- Investment impact: Telecoms, energy transition and power lines blur – 1.23
- Tillman launches datacentre platforms – 2.26
- Accessing different parts of the capital market – 3.09
- Tillman FiberCo expansion opportunities – 4.38
- The verticals in Tillman’s sights – 5.11