Exit Strategies: Recycling Capital in the AI Infrastructure Era

The discussion will examine:

• Who can realistically acquire data centre platforms valued at $10bn, $20bn or more
• What sovereign wealth, pension, insurance and other permanent-capital investors require before stepping in
• Whether REITs and APAC public markets can become meaningful sources of long-term ownership
• When recapitalisations, continuation vehicles and refinancing become more attractive than outright exits
• Whether increasing platform size improves institutional appeal but reduces the number of potential buyers
• How AI-related customer, technology and residual-value risk affects terminal valuations
• Whether the expected exit route should shape ownership, financing and development strategy from day one