Investment Forum | London // The journey of speculative to stabilised: Financing the AI-driven hyperscale build-out

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Speakers

Marianna Waltz

Managing Director, Moody’s Ratings

Natalia Tsitoura

Natalia Tsitoura

Partner, Apollo

Jaime Rodriguez‑Ramos

Jaime Rodriguez‑Ramos

Managing Director, I Squared Capital

Will Innes

Will Innes

Chief Investment Officer, NTT Global Data Centers

Ben Richardson

Ben Richardson

MD International, CoreWeave

Anis Bennani

Anis Bennani

Senior Director, Head of EMEA Network Infrastructure, Microsoft

This panel focuses on the significant challenges of securing capital for massive, speculative developments, which is now exacerbated by the AI arms race.

  • Analysing the increasingly common eye-water spreads and high cost of debt for speculative greenfield projects
  • Managing the 18-month equity gap for developments before a pre-let is secured, which requires hundreds of millions in up-front capital
  • Assessing the creditworthiness of AI-driven hyperscaler and neocloud investments, particularly given the long payback periods, increased capital intensity, and pressure on credit metrics
  • How are operators dealing with the interplay between different sources of financing?