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Panel: Behind the capital: how LPs and GPs evaluate risk in digital infrastructure
As AI adoption accelerates and gigawatt scale campuses are being deployed, data centers are one of the most active and fast-growing investment categories. This panel will discuss how investors are adapting fund terms and deal structures to navigate this evolving landscape.
- How is capital being deployed in a shifting risk and macro environment?
- Direct or co-invest: how are large funds pursuing investments?
- What are the biggest LP sensitivities around development risk, power procurement or tenant concentration?