Investment & Finance Summit

As APAC digital infrastructure platforms become larger and more capital intensive, the question is no longer simply whether investors can exit but which pools of capital can ultimately own these assets at scale. 

This session will examine how capital moves from development and growth investors into longer-duration ownership, and whether traditional M&A, public markets and refinancing structures can provide sufficient liquidity for the next generation of AI infrastructure. 

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