Digital Infra Leaders Panel: What will define capital deployment over the next decade?
- 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? And do new participants such as KKR, KIA, Nvidia and Vistra’s Helix Digital Infrastructure venture represent an expanding pool of capital?
- Following the T-Mobile JVs with KKR, Oak Hill, EQT and Wren House, will Tilman’s US$3bn Eaton raise for Verizon broadband expansion signify continued sponsor and carrier partnerships?
- Does AT&T’s US$5.75bn acquisition of Lumen’s mass-markets FTTH business suggest outright M&A can compete with sponsor JVs as a route to fiber expansion?
- Which market segments are presenting new and sustainable investment opportunities and competition? Specifically, what does Charter’s US$34bn acquisition of Cox and DigitalBridge’s US$1.5bn take-private acquisition of WOW! mean for the cable market?
Moderator
Speakers
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