Investment Forum | New York 2026

DCD Investment Forum 2026 investigates the diverse capital sources and complex structures funding multi-billion-dollar data center and alternative energy projects, examining current trends in capital stack financing, debt structures, and successful deal flows. We will also address the necessity of joint ventures, critical approaches to asset valuation and risk mitigation against hardware obsolescence, and various exit strategies including M&A, IPOs, and and much more.

The event will highlight the expanding customer landscape in the data center industry, which now includes several 'neoclouds' and focuses on how investors are underwriting the associated risks for these non-traditional clients while employing sophisticated development strategies to mitigate downside. The discussions will also tackle the future growth trajectory of the industry, scrutinizing whether current market projections are realistic and if the sector is facing an "AI bubble."

We will explore how data center developers and investors are balancing the massive power demands of AI against energy bottlenecks, analyzing the financing of viable short-term energy solutions and conducting a deep dive into behind-the-meter power and microgrids, including SMRs, solar, natural gas and battery storage.

The event examines how the surge in AI-driven compute demand and resource constraints in major hubs are accelerating the pursuit of new data center market opportunities across the US and internationally.