Agenda IIGS27

Panel: Data centers: separating the winners from the overbuild

22 Feb 2027

16:50 - 17:30

Forum 2

Digging into the detail: distinguishing well-structured deals from speculative ones
Hyperscaler capex hitting new highs
The daisy-chain question: the trade-off between independent cashflow and circular financing
Is there a real overbuild risk?

Speakers

Mamoun Jamai, Head of Digital Infrastructure - ADIA

Warren Roll, Managing Director, Head of Digital Infrastructure - Fengate Asset Management

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