Digital Infra Leaders Panel: What will define capital deployment over the next decade?
06 Oct 2026
(Your local time:
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Leadership Stage
M&A
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Datacenter
,
Fiber
,
Telecoms
,
Power
- 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?
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