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Challenges around rising demand for data centres are being exacerbated by planning and siting issues. But investing in new technologies could mitigate these, says CIM Group’s David Blackford.

Neutral host platforms represent the future for digital infrastructure, say Gonzague Boutry, managing director, digital infrastructure, and Rosario Mazza, head of infrastructure, Italy, and senior managing director at Ardian

Financing for technology-enabled infrastructure is crucial to ensure equitable and sustainable economic development, says Danny Alexander, vice-president for policy and strategy at the Asian Infrastructure Investment Bank.

Bringing together technology, infrastructure and real estate, the smart cities trend is one to watch, says Jean-François Willame, operating partner at PATRIZIA.

The fibre rollout in France and other European countries may be nearing completion, but there are still compelling investment opportunities to be found, say InfraVia Capital Partners’ Coralie Durbec and Olivier Raugel of portfolio company IFT.

Huge growth in the sector and a changing interest rate landscape are creating outsized demand for capital and changing sector dynamics, says Goncalo Bernardo, investment partner at Palistar Capital.

Even accounting for recent blips in some markets, digital infrastructure continues to create substantial investment opportunities, explains 3i’s Oscar Tylegård.

An explosion in the adoption of generative AI is changing both the scale and nature of data centre demand, says Henk van Duijnhoven, managing director in Partners Group’s infrastructure Americas team.

Surging consumer demand for data in tertiary markets, as well as unequal access to modern technologies, is driving investor appetite, says DIF Capital Partners’ Kanan Joshi.

Building a well-balanced allocation raises a unique set of challenges and opportunities, says Edmond de Rothschild’s Jean-Francis Dusch.