Power, Pixels, and Private Debt: Navigating the Digital Infrastructure Super-cycle
22 Apr 2026
Room A
Leaders in ABF Stage
- What are the due diligence considerations for long-term digital infra debt - as the rate of technology obsolescence rises and threat of a bubble persists?
- Can private credit continue to win deals on flexibility and speed, or is digital infra becoming a "price-only" game where credit funds are being squeezed out by lower-cost bank capital?
- Is there a robust secondary market for "infrastructure-lite" debt?
- What environmental considerations are lenders requiring from owners given the demand on power resources?
Chairperson
