
Speaker
Founder & Director · Operating Partner
I hope to see you at the Energy First Stage at 14:00 for Own The Stack - The 100 MW investment case: Who funds it, owns it, gets paid?
A data centre, after all, is land, power, permits, fibre, buildings, customers, financing and operations stacked on top of each other. Where in the AI infrastructure value chain should property capital play?
With a 100 MW Norwegian project on the table, we follow the money from powered land to contracts and concessions to operating infrastructure.
When does development risk become bankable debt, and when does a data centre become an infrastructure asset? Who should own each layer, and what return are they being paid for risk?
It’ll be fast-paced - it’ll be interactive - bring all the questions you were afraid to ask.