In Person Event

2026 Digital Infrastructure Conference

Data Center and Power risks in focus

location_on Moody's Headquarters, New York Map

Check back for speaker announcements

Agenda

13.30
EDT

Registration

14.00
EDT

Opening remarks

14.05
EDT

Fireside chat: Is the buildout built to last?

  • What thematic trends support long-term growth and investment in digital infrastructure?
  • What are the key risks threatening sustainability in the sector?
  • How do equity owners perceive the market, and what changes do they anticipate?
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.