What’s next for data centre M&A, equity and debt raises

AI is reshaping the data centre landscape, driving new demand patterns, infrastructure requirements and financing models. For investors, financiers and operators, understanding how these shifts translate into risk and opportunity is now critical.

At a recent breakfast briefing held alongside DataCloud Global Congress in Cannes, Analysys Mason experts explored the commercial, technical and financial implications of this transformation.

Our expert video insights and concise summaries cover the key trends shaping data centre investment today.

Fill out this form to access our experts’ insights. 

What you will learn

• Where the biggest opportunities lie in AI gigafactories and European investment
• How the shift to inference is reshaping AI infrastructure and neo-cloud models
• Why value is moving beyond core assets into the data centre supply chain
• What’s next in M&A, equity and debt financing, including emerging financing models