9:15 AM
9:20 AM
9:30 AM
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The TMT Finance editorial team present deal data and pipeline for the USA market in 2026. A detailed breakdown of announced and expected debt financing across all digital infrastructure asset classes.
9:40 AM
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- Where are returns holding up across telecoms, datacenters and fiber, and where are they under pressure?
- How are AI-driven demand, power constraints and execution complexity influencing capital allocation?
- How are carrier acquisition strategies and sponsor capital determining fiber value creation?
- Which market segments are presenting new and sustainable investment opportunities?
- How is the capital pool expanding, and which will be the most active participants?
10:20 AM
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Do you have a landmark transaction, financing innovation or strategic initiative to spotlight at TMT Finance USA 2026? This Keynote offers a platform to deliver your message to the region’s most active dealmakers.
10:35 AM
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- What structures are getting digital infrastructure deals done and bridging valuation gaps?
- Minority stakes, continuation vehicles and carve-outs, where are the new preferred liquidity routes?
- Which assets and platforms are most likely to drive transaction activity over the next 12–24 months?
- Do private markets have enough firepower?
- How are strategic and financial investors competing or partnering to execute deals?
11:15 AM
11:40 AM
11:55 AM
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Do you have a landmark transaction, financing innovation or strategic initiative to spotlight at TMT Finance USA 2026? This Keynote offers a platform to deliver your message to the region’s most active dealmakers.
12:10 PM
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- How is the shift to power-led development and gigawatt projects changing the deal landscape?
- How do power, capital and demand interact, and which will shape investment decisions the most in 2027?
- What does the full capital stack look like, from development through to long-term financing?
- Which pools of capital are becoming most active?
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- Amid public and private tower market divergence, where is value created today? And what capital structures are being employed?
- How are operators responding to public market valuation discounts?
- Where are growth opportunities emerging beyond traditional tower leasing?
- How are investors assessing towers relative to other digital infra assets?
- How does the US macro tower market compare with other geographies? And what lessons can be learnt?
12:50 PM
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- From targeted carveouts to JVs, how are M&A strategies expanding metro enterprise specialization?
- How are contracts, service models and customer relationships changing? And what does this mean for long-term value creation?
- Where does enterprise fiber offer a more durable investment case than FTTH? And how is investor sentiment shifting as a result?
- What are the predominant financing strategies for expansion and densification?
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- How are transactions evolving from brokered land deals to structured M&A processes?
- How are demand profiles changing?
- How are deals forming part of carve-out and platform build strategies?
- How are energy infrastructure businesses bolstering their datacenter powered land expertise?
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- How are banks, private credit and other institutional lenders converging or diverging in approach?
- What is the multi-year refi roadmap for US$10-20bn projects? And where’s the churn?
- Are high-yield bonds a viable extension of the datacenter capital stack, or a mispricing of risk?
- Where are the gaps between project financing and long-term takeout most acute?
- How are lenders pricing risk across power, delivery and tenant exposure, and where are terms tightening?
1:30 PM
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Exclusively for leaders from the datacenter industry, investment, banking and advisory communities, this focused content and networking session is designed to align shared interests, accelerate partnership discussions and unlock deal opportunities.
Guided roundtable discussion will provide a space to exchange insight on USA market activity, the new capital stack and evolving investor priorities in hyperscale, colocation, AI infrastructure, and edge. Following this, dedicated, informal networking will deepen connections and continue the conversation.
2:30 PM
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- Is 2026 the year of capital markets for digital infrastructure?
- Which debt markets will provide the most scalable solution for long-term refinancing needs?
- How has the emergence of HY bonds impacted wider lending markets?
- How are rating agencies approaching AI-driven infrastructure risk?
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- What acquisition strategies are working for aggregating smaller fiber platforms?
- Where are the most attractive opportunities emerging across US markets?
- How are integration and operational risk being underwritten?
- How are regional platforms adapting or positioning for acquisition?
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- With all of the headlines focused on AI-driven demand, how have traditional cloud and enterprise demand trended?
- What are key differences in building AI and hyperscale data centers vs. wholesale and enterprise datacenters (unit economics, development complexity, access to capital)?
- Between colocation, public cloud and private cloud, enterprises have more options than ever on where to place their workloads. How have their infrastructure strategies evolved over the last few years?
- What latency sensitive use cases exist and are emerging that require regional, edge datacenters?
3:10 PM
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- How are behind-the-meter deals being structured? And what is driving decisions around single structures and separate raises?
- How is project on project risk being allocated between parties?
- How are lenders underwriting power generation risk, long term energy pricing and five 9’s reliability requirements?
- Are new power solutions accelerating timelines at the cost of technology and oversupply risk?
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- Is AI-driven connectivity between datacenters the next big investable fiber opportunity?
- Where are the new DC-DC corridors emerging?
- What financing models are best suited to dark fiber expansion?
- How are hyperscalers structuring long-term capacity agreements?
- What size of investment will be required for the new internet?
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- Why has deployment remained fragmented?
- Where is platform-scale being achieved today? And what are the hallmarks of success?
- How are telco incumbents’ strategies and enterprise demand impacting revenues?
- Which ownership models and aggregation plays are showing most promise for stabilized returns?
3:50 PM
4:00 PM
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Exclusively for leaders from the fiber industries and their counterparts in investment, banking and advisory, this focused content and networking session is designed to align shared interests, accelerate partnership discussions and unlock deal opportunities.
Guided roundtable discussion will provide a space to exchange insight on US market financing and M&A, and evolving investor profiles and priorities across FTTX, metro and backbone fiber. Following this, dedicated, informal networking will deepen connections and continue the conversation.
4:20 PM
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- As community approval becomes material to project delivery, what mitigation strategies are most effective?
- How are lease structures evolving to protect against obsolescence risk? And how are investors pricing accordingly?
- How are permitting uncertainties and moratoriums creating valuation divergence across US markets?
- How is project on project risk being underwritten?
5:00 PM
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- Which AI demand drivers are genuinely bankable, and how is that shaping infrastructure investment through to 2027?
- How do training and inference workloads differ in their infrastructure and capital requirements?
- How is uncertainty around demand duration and utilization influencing investment prioritization?
- How are hyperscale and chipmaker partnerships defining funding allocation?
9:15 AM
9:20 AM
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The TMT Finance editorial team present deal data and pipeline for the USA market in 2026. A detailed breakdown of announced and expected M&A activity across all digital infrastructure asset classes.
9:30 AM
9:45 AM
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- Where has overbuild risk materialized, and how is it being managed?
- What differentiates successful FTTH operators in a more disciplined market? and which business models support sustainable returns?
- What are the carrier coopetition dynamics? and are they more than just a means to an exit?
- What role are sponsors playing in long-term platform development?
- When will the next ‘million homes passed’ platform emerge?
10:25 AM
10:40 AM
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- Where are minority stake sales and structured exits gaining traction?
- How are continuation vehicles and YieldCo structures being used? And what are the pros and cons?
- How are investors balancing capital recycling with long-term platform strategy?
- What is the outlook for datacenter IPOs? Do the public markets have the appetite, and have leverage hurdles been moved?
11:20 AM
11:40 AM
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- What are the financing table stakes in the AI infrastructure economy?
- Are credit wraps bridging the gap to investment-grade credit? And if so, at what cost?
- Are Neoclouds now being underwritten as infrastructure rather than tech platforms? And how is that refocusing lender appetite and pricing?
- How are lenders assessing risk across GPU supply, anchor customer demand and colo capacity? And how do Neocloud and traditional cloud profiles differ?
- When will we see the first fully vertically-integrated Neocloud platform?
12:20 PM
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Panel: From first check to final takeout, is fiber financing following the template or rewriting it?
- How are ABS and programmatic finance structures evolving?
- What does the pathway from warehouse financing to takeout look like now?
- How are lenders underwriting penetration cash flow durability and portfolio diversification?
- Which lender groups are most active, and how does appetite differ between first-time and repeat issuers?
1:00 PM
2:00 PM
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- What defines a ‘stabilized’ asset in today’s datacenter market?
- Which asset types can best utilize ABS and CMBS market depth?
- What are the key considerations for investors in SASB securitizations?
- How are interest rate shocks and global macroeconomic headwinds being navigated?
- Which institutional capital sources will dominate?
2:40 PM
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Do you have a landmark transaction, financing innovation or strategic initiative to spotlight at TMT Finance USA 2026? This Keynote offers a platform to deliver your message to the region’s most active dealmakers.
2:55 PM
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- Which investment signal is the most trustworthy? And which signal is misleading the market?
- Where is capital being deployed today out of pressure to participate rather than genuine conviction?
- Which AI infrastructure use cases are genuinely bankable? And which are being financed on narrative rather than fundamentals?
- How will converging datacenter and energy deal structures actually break in the next 6–12 months?
- How are banks evolving their risk assessment for datacenters? And what risks are still being systematically underpriced?
- What does the rise in public market takeouts say about confidence in public equities? Is this smart capital exploiting inefficiency, or a vote of no confidence?
6:00 PM
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The annual TMT Finance Awards recognise and celebrate excellence in dealmaking and investment within Digital Infrastructure across the USA region.
Please note this is a separately ticketed event.
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