APAC Capital Allocation – Where Does the Next $100bn Go?

01 Dec 2026
Shangri-La

Where will the next wave of capital into APAC digital infrastructure be deployed and which markets, assets and investment strategies are best positioned to attract it? 

Three rapid, investor-led keynotes will examine APAC digital infrastructure from different capital-allocation perspectives, assessing where investors see the strongest risk-adjusted opportunities as AI demand, power constraints, valuations and financing conditions reshape the market. 

Presentations will examine: 

  • Allocation across established hubs and emerging growth markets 

  • Data centres versus fibre, connectivity, power and adjacent infrastructure 

  • Development versus operational assets and where investors are prepared to take risk 

  • How power availability, customer quality and AI demand are changing relative market attractiveness 

  • Where equity, infrastructure funds, sovereign capital and private credit are likely to deploy next