Platform Global 2026: Data Centre & Digital Infrastructure Conference Recap
KBRA, an event partner for Platform Global 2026 (a data centre and digital infrastructure conference), summarises key themes from this year’s event, including artificial intelligence (AI)-driven investment and infrastructure growth, power and grid constraints, evolving financing structures, and technology and counterparty risks.
The conference was held in Antibes, France, from 8 to 10 September and examined developments across data centres, AI compute infrastructure, energy, and capital formation and refinancing, with participants representing investors, operators, lenders, rating agencies, technology providers, and others.
Power Has Overtaken Capital as the Binding Constraint
A recurring theme across Platform Global was that capital availability is no longer the principal constraint on data centre growth. Financing has become more readily available in recent years, while access to power—more specifically, power that can be delivered within the required timeframe—has become…
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