In Person Event
2026 Digital Infrastructure Conference
Data Center and Power risks in focus
Moody's Headquarters, New York
Map
Check back for speaker announcements
Agenda
13.30
EDT
Registration
14.00
EDT
Opening remarks
14.05
EDT
14.25
EDT
The capital stack: How the buildout is really financed - and where the risk sits
- What are the credit risks faced by hyperscalers and semiconductor firms that underpin the AI ecosystem?
- How will investors fund the trillions of dollars required for AI infrastructure expansion?
- What new financing structures and platforms could improve efficiency in meeting these capital demands?
- Will new and complex GPU financings continue to evolve as useful life views change?
15.10
EDT
Networking break
15.25
EDT
Powering it: Who pays, and who's exposed to changing regulations
- Why have developers shifted focus to "speed-to-power" as a key driver for bringing new data centers online?
- What fundamental changes are necessary to meet the growing power demand at scale?
- What are the risks associated with large-scale, behind-the-meter power solutions for market stability and operations?
- How is the regulatory landscape responding to this massive growth to protect residential users?
16.10
EDT
The ground game: Water, cooling, supply chains, and the social license
- How are labor shortages, supply chain disruptions, and accelerated schedules affecting the creditworthiness of new projects?
- What do recent moratoriums and regulatory changes mean for credit as they alter the development and operating environment?
- Has the market reached its construction capacity, or can it sustain even faster growth?
- Why has access to insurance become more constrained, and how might this impact credit and slow the pace of development?
16.55
EDT
From insight to connection: Closing reflections & reception
Stay through the close for a wrap-up of key takeaways from the conference, followed by a networking reception to connect with peers and our analysts. Enjoy light bites and refreshments while continuing the conversation.
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
Close