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DTSTAMP:20261016T234356Z
DTSTART:20261110T111500Z
DTEND:20261110T120000Z
SUMMARY:Sector update: PE and AI infrastructure
DESCRIPTION:The AI boom runs on physical infrastructure\, and data centre
 s are where it all collides. Semiconductors and supply chains\, surging 
 power demand\, shifting tenants (hyperscalers\, neo-clouds and AI specia
 lists)\, hyperactive regulators juggling a web of local and geopolitical
  concerns\, and ever more creative financing are all racing to keep up w
 ith a technology that will not sit still. This panel dives into how priv
 ate equity is chasing the opportunity\, navigating the constraints and u
 nlocking value in the unknowns.\n
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