Investment Forum | London // Panel Discussion: Future financing strategies for stabilized data center assets

In a high-rate environment, data center operators are facing significant challenges in refinancing, forcing them to seek creative capital strategies to maintain balance sheet flexibility. The pressure to secure funding for continued growth amidst escalating demand, particularly from AI, creates both a challenge and an urgent need for innovation. The critical question becomes how to adapt financial strategies to these new realities, and how competitors are seizing the advantage of emerging capital structures and market shifts.

This panel will delve into how data center owners are approaching refinancing and the innovative capital strategies, including securitizations and IPOs, emerging to improve balance sheet flexibility and navigate growth. We'll analyze recent public market moves like CoreWeave's IPO and what they signal about AI-focused infrastructure players' readiness for expansion. Furthermore, we'll explore the rise of joint ventures over traditional M&A and how both operators and investors are adapting to this evolving landscape.