Justin Patrie, Head of Credit Commentary & Research, and Sarah Repucci, Senior Director, Credit Commentary & Research, discuss emerging challenges for the AI-fueled US data center boom, covering investment, rising costs, impact on utilities and more.

A sharp pullback in artificial intelligence (AI) infrastructure spending could lead to significant revenue declines for technology hardware issuers, with rating headroom shrinking and in certain cases disappearing.

A shock to the financial system that impacts the private credit sector could reveal the extent to which it has moved from a niche product for sophisticated investors to an increasingly relevant component of the global capital market.

Hélène Heberlein, Managing Director, and Cosme de Montpellier, Senior Director, from Fitch Ratings' Covered Bonds Analytical team, discuss covered bond trends, sovereign rating impacts, and Fitch’s updated covered bond rating criteria.

Susanne Matern, Varun Sugathen, and Daniel York discuss 2025 EMEA CMBS market trends, including sector outlooks for office, retail, and industrial, as well as the impact of investor demand and technological change on data centers.

Kyrsten Sinema (Former U.S. Senator / Hogan Lovells) discusses the key challenges facing the industry and highlights which policy changes could have the greatest impact on project timelines and financing.

Kyrsten Sinema (Former U.S. Senator / Hogan Lovells) shares how her perspective on digital infrastructure has evolved, reflecting on industry changes and future directions.

Jeff Zygler (Active Infrastructure) discusses how power generation is evolving for data centers, sharing his insights on future trends and innovations in the industry.

Jeff Zygler (Active Infrastructure) shares his perspective on the biggest risks and opportunities shaping the data center and digital infrastructure industry today.

Kyrsten Sinema (Former U.S. Senator / Hogan Lovells) discusses the key risks and opportunities shaping the data center and digital infrastructure landscape.