Summary
S&P Global Ratings analysts held a live, interactive webinar on Friday, October 16, 2026, exploring how AI-driven growth is transforming digital infrastructure investment, financing, and credit risk across global and Asia-Pacific markets.
Key discussion points included:
- AI-driven demand, capex, and financing trends
- Credit outlook for hyperscalers
- Global data centers: Financing structures and capital sources
- Data center credit risk: From stable infrastructure assets to evolving operational and financing risks
- GPU financing: Emerging structures, opportunities, and risks
- Asia-Pacific digital infrastructure: Financing trends, structures, and market developments
Speakers:
Pablo Lutereau, Managing Director, Head of Global Infrastructure & Project Finance
Gonzalo Cantabrana Fernandez, Infrastructure Chief Analytical Officer
Jie Liang, Managing Director, Sector Lead for U.S. Esoteric ABS, Structured Finance Ratings
Yijing Ng, Director, Corporate Ratings
Moderator:
Abhishek Dangra, Managing Director, Analytical Manager, SSEA Corporate & Infrastructure Ratings
This webinar replay is free of charge.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.