Simon McCormick, CCO of Echelon Data Centres, discusses how the dynamics between datacentres and utility companies are evolving in line with the changing risk-return profile of greenfield datacentre development across Europe and the US. 

• The JV partnership between Echelon and Iberdrola - 00:50 
• American/European approaches to the datacentre-utility-investor paradigm - 2:35 
• Risk perceptions and impact on traditional developer-led models - 5:20 
• Why Spain works; will the JV model work elsewhere? - 9:37 
• The Madrid-Sur project and future scalability - 13:05 

Emmanuel Becker, CEO of Mediterra DataCenters, discusses the importance of colocation datacentres in Southern Europe and beyond, integrating acquired assets, new M&A opportunities, and his mission to shift the focus to Tier II markets. 

• Identifying a gap in the DC market – 1:55 
• A new era of digital acceleration – 9:40 
• Mediterra’s M&A approach – 13:39 
• The crucial importance of Tier II markets – 16:51 
• Planning mid-voltage DCs in Southern Europe – 21:40 

Jake Robson, Co-Shareholder at Greenberg Traurig, discusses datacentre consolidation, private credit as alternative funding, and navigating geopolitical challenges, sustainability and talent gaps.

• Datacentre consolidation, strategic investor involvement - 2:25 
• Private credit as an alternative funding source in APAC - 7:12 
• Navigating rising costs from US-China tariffs - 8:13  
• How Chinese hyperscalers are navigating geopolitics - 10:17 
• Sustainability efforts and impact on deal structures - 11:44 
• Addressing talent gaps - 13:46 

Brian McMullen, Managing Partner & Co-Founder of Snowhawk and James Trout, CEO of CleanArc, discuss their partnership and what capital foundations are essential to create future-proof datacentre platforms.

• Snowhawk and CleanArc’s paths since inception – 0.35 
• Datacentre investment landscape over 36 months – 4.20 
• Unpacking Snowhawk and CleanArc’s tie-up – 10.50 
• Locating geographic opportunities – 14.50 
• Capital allocation avenues – 18.30 
• Factoring in energy resilience – 21.00  

Julian Cunningham-Day and Rich Jones, Partners at Linklaters, discuss deal trends in the European fixed line and fibre NetCo space, including what it takes to create a NetCo, the current market motivations behind their formation, and potential risks.  

• Defining NetCos and carveouts from integrated operators - 01:09
• Creating new avenues for new types of investors - 05.50
• Practicalities of establishing a NetCo - 08:43
• Timelines to deal execution - 12.30
• Variations on the ‘NetCo’ concept to achieve different aims - 18:35

Uzi Hadar, CFO at EdgeCloudLink (ECL), the first fully off-grid, hydrogen-powered, modular datacentre-as-a-service provider, discusses the company's sustainability solutions for datacentres, its planned projects and financing plans. 

• What differentiates ECL’s model - 2'44 
• Financing plans and investment proposition - 12’19 
• Types of investors for this model - 17'00 
• Prospective tenant profile - 23'22 

Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies. Matt talks all things power, site selection, evolving debt financing structures and Blue Owl's build, own, develop invest strategy in the US Datacentre market.  

01:26 - Integrating Stack into the Blue Owl Platform 

05:16 - Evolution of risk analysis for developers and financers 

06:23 - Power: PPAs, grid connection and site selection 

11:31 - Build, own develop, invest method deep dive 

13:50 - Blue Owl's pipeline: greenfield and M&A dynamics 

Randy Brouckman, CEO of EdgeConneX, a global datacentre provider, discusses market expansion plans, investment structures, plus what it takes to manage a global datacentre platform. Randy won the CEO of the Year Award at the TMT M&A Awards EMEA 2025.  

Klaus Hoelbling, TMT Partner and Managing Director at consultancy AlixPartners, discusses the nature of the German and wider European fibre market for 2025, including obstacles and the importance of the state’s involvement in supporting new rollout.  

Dwayne Gibson-White is part of the EY-Parthenon Digital Infrastructure team. He discusses power allocation, hybrid financing solutions and diversification of M&A activity within the digital infrastructure space as well as credit case comparisons between fibre and datacentre investment.