In Person Event

Credit Risks of the Digital Infrastructure Race

2025 Digital and Power Infrastructure Briefing

 

location_on Moody's Headquarters, New York Map

Agenda

08.30
EST

Registration

Join us ahead of the event to network with fellow attendees. Breakfast will be served.

09.00
EST

Welcome remarks

09.10
EST

Fireside chat: an owner’s perspective

Explore the equity perspective from a market leading owner and early equity investor in the digital and power infrastructure sectors—including their view on the AI bubble, new developments in equity funding, and risk mitigation.

09.30
EST

Credit Risks and Innovations in Financing AI Data Centers

AI focused data centers now dominate the development pipeline. Hear from the market leading developer, operator, banker and rating agency on the current state of the market, new financing structures, new leasing trends and views of overbuild and technology risks. Gain critical insights into how companies are mitigating risks and capitalizing on opportunities in this rapidly evolving market.

10.15
EST

Networking break

10.45
EST

Bridging the Digital Divide: Fiber, Towers, and AI Connectivity

Fiber and wireless towers connect and transmit the data underlying the digital economy. Access to digital connectivity has become as essential as access to power and water for data centers. Bridging the digital divide continues to be an imperative for fiber companies and wireless carriers as they grow their customer base with fiber to enterprises and homes. Hear from leading communication infrastructure companies on how they’re helping their customers tackle AI-driven connectivity challenges, and gain insights into how they’re preparing for future technologies, including AI inferencing, and autonomous vehicles and robotics.

11.30
EST

Powering AI: Solving the Energy Bottleneck

The AI revolution cannot progress without reliable access to power. Meeting data center power demand requires a fundamental change to power procurement and grid management. Our market leading panelists discuss how they are meeting the power demands from hyperscale data centers for cloud services and AI data center factories for model development. As big tech firms focus on speed to market, access to power is not only a bottleneck to development but an impediment to AI growth. Behind the meter, co-located power plants next to data centers has changed the development and regulatory approach. Proposed changes to the regulatory approval process for new grid connections may help ease the connection waitlist but access without new generation could create new risks of undersupply. Learn how industry leaders are shaping sustainable, resilient power solutions to drive the future of AI and cloud innovation.

12.15
EST

Closing remarks