Powering the Future with AI Infrastructure Investment

Can Capital Markets Power the AI Infrastructure Boom?
As AI adoption accelerates, the data centres powering this transformation have become one of the fastest-growing, and most strategically vital, asset classes in global markets. Once a niche within real estate, digital infrastructure is now attracting significant institutional and corporate investment as financiers position for a long-term AI-driven economy. Capital is flowing into data storage, compute power, and energy-resilient infrastructure across the US and Europe, while new financing models are emerging to accommodate unprecedented demand for scale and sustainability.
This discussion, co-hosted by the Financial Times and S&P Global Market Intelligence, will explore how rising investment in AI infrastructure intersects with shifts in financial reporting, regulatory scrutiny, and capital allocation. Drawing on S&P Global’s proprietary data and market intelligence, the panel will examine how investment banks, private capital, and corporates are structuring digital infrastructure financing; how sustainability and energy factors are reshaping valuation; and how new transparency requirements, including the potential move toward semi-annual reporting for US public companies, could influence future dealmaking and capital flows.
AI & DATA INTENSITY
How is the surge in AI and data intensity transforming global investment in digital infrastructure?
DATA CENTRE EXPANSION
What financing structures are banks and investors using to fund large-scale data centre expansion globally?
PUBLIC & PRIVATE MARKETS
Where are the strongest returns and risks emerging across public and private markets for digital real assets?
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Future of AI
5-6 November | In-Person & Digital | Convene 22 Bishopsgate, London, UK
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