The foundational role of digital infrastructure in a data-driven world is more critical than ever, with exponential growth in cloud computing and AI driving unprecedented demand for data centres. This session will dive into the investment strategies and fundamentals underpinning this revolution via a behind-the-scenes look at Australia’s largest ever data centre deal: Blackstone’s $24 billion acquisition of AirTrunk. It will reveal how asset owners should value and consider digital infrastructure – which can combine elements of real estate, private credit, and traditional infrastructure – as well as the outlook for the booming centre sector. It will assess opportunities and risks including power procurement, grid access, and hyperscaler concentration.
