Dwayne Gibson-White, Partner, Digital Infrastructure at EY-Parthenon discusses power allocation, hybrid financing solutions and diversification of M&A activity within the digital infrastructure space and credit case comparisons between fibre and datacentre investment.
- A capital allocated supressed year in 2024 harkened to pent up demand but a stronger pipeline for 2025 – 01:28
- Power allocation including reinforcing existing grid infrastructure and increased spend from hyperscalers in emerging markets – 02:43
- Energy requirements influenced by workload and latency – 04:56
- Exploring hybrid financing solutions including direct purchasing of natural gas and virtual PPAs – 05:50
- Diversification in M&A activity within digital infrastructure, capital allocators looking within value chain – 08:25
- Credit case comparison of fibre and datacentres, lenders nervous around fibre credit in overbuilt markets – 10:19
Watch the full video: Interview with Dwayne Gibson-White, Partner, Digital Infrastructure at EY-Parthenon
