Report|13 Mar 2026

Evolving Data Center Landscape: Insights & Implementation Breakfast—KBRA Event Recap

KBRA hosted structured finance and project finance professionals in New York on March 12 for its Evolving Data Center Landscape: Insights & Implementation Breakfast—an event focused on key trends and developments shaping the data center market. The breakfast brought together industry leaders from across the digital infrastructure ecosystem for a series of panels offering distinct perspectives. The program opened with a discussion from a rating agency viewpoint on this dynamic environment, followed by market commentary from the featured speaker, KBRA’s Chief Strategist Van Hesser, and two panels featuring insights from issuers, operators, and investors active in the space.

Market Trends and Rating Considerations

Featuring a panel of three KBRA analysts representing the asset-backed securities (ABS), commercial mortgage-backed securities (CMBS), and project finance sectors, the breakfast opened with a discussion of the rapid expansion of data center financing across these…

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