Agenda IIGS27

Panel: A valuations reckoning? AI infrastructure and the wider infra repricing

23 Feb 2027

12:30 - 13:10

Plenary

The premium being paid for data centers and the risks behind it
Public market nervousness vs. operator conviction
Construction cost inflation and replacement-cost economics

Moderator

Alice Brogi, Partner - Gibson, Dunn & Crutcher LLP

Speakers

Sinéad Walshe, Senior Director Infrastructure Debt - Aviva Investors

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