Fiber Investments in the Spotlight Navigating the Data Center Frenzy and Tower Asset Evolution

As the data center frenzy continues to dominate, fiber investments remain highly sought after, while interest in tower assets wanes as they mature and transition to the next phase of value development. Fiber networks, crucial for both data centers and towers, are still in the build-and-grow phase but are experiencing a mix of lessons learned and challenges yet to be addressed.

Join our S&P Global analysts as they present the state of fiber rollouts across Western Europe. They will delve into the pain points of monetization strategies amidst increasing macroeconomic pressures on investors' returns.

Join our informative Q&A session with fresh insights into European digital infrastructure investments, their development, and economics.

• Where is the value in fiber?
• What conditions do networks need to succeed: policy, competition, and strategy?
• What links towers, fiber optics, and data centers, and what comes next?
• When do consumers make the switch to fiber, or how are operators persuading them to do so?