Investment Forum | London // Panel Discussion: How are M&A and investment strategies changing amidst the acceleration of AI?

The advent of AI is dramatically reshaping the digital infrastructure landscape, forcing a re-evaluation of acquisition strategies and amplifying the influence of hyperscalers in investment and consolidation. This presents a critical juncture: how will organization adapt to the rapid shifts in valuation and market dynamics to avoid the risk of being outmanoeuvred by those who understand the true impact of AI on the industry?

This session will provide a deep dive into how AI infrastructure is reshaping acquisition strategies and the significant role of hyperscalers in driving industry investment and consolidation. We will analyze the resilience of digital infrastructure valuations amidst continued strong growth prospects, examine the biggest digital infrastructure M&A deals of 2025 and their impact on market dynamics, and identify the most anticipated deals and markets for 2026 and beyond.