Investment Forum | London // Roundtable 2A: Assessing risk and financing for the neocloud-led era

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  • Investment Forum Main Stage - Gallery 1 | 2nd Level
  • Investment & Markets
  • The Future of AI-First Infrastructure

Speakers

Dmitry Golubikhin

Dmitry Golubikhin

Managing Director – Data Centre Coverage, Nomura International

Marco Quirico

Marco Quirico

Co-Head of Telecom and Infrastructure Technology EMEA, Goldman Sachs

Gaurav Baruah

Gaurav Baruah

Principal, Blue Owl

Timo Buijs

Timo Buijs

Co-Head Digital Infrastructure Finance, ABN AMRO Bank

James Raddings

Digital Portfolio Lead, DCD

  • With the AI build-out increasing capital intensity and debt levels for the leading tech companies, how does this trend affect the long-term credit outlook and perceived stability of neocloud customers?
  • The complexities of underwriting new loans for neocloud tenants versus established cloud companies
  • What specific criteria such as balance sheet strength, public vs. private status, existing revenue, track record, collateral, are used to distinguish between a larger neocloud and a lesser-known company?
  • Assessing the creditworthiness of AI-driven hyperscaler and neocloud investments, particularly given the long payback periods, increased capital intensity, and pressure on credit metrics