Data center capex globally over 2027 and 2028 is likely to be over $2 trillion. At least $1 trillion of this likely to be funded with debt. Investors, bankers and lawyers will need more capacity to serve this new primary issuance – across IG, HY, securitization, private credit and loans. The biggest issuance has come through the hyperscalers so far (direct or through JV financings) – and focused in the US. Deals will widen by financing type – with rapid growth in securitization and private credit – and by jurisdiction as data centers are built around the world.
We have prepared a report that maps out the data center buildout over the next two years – by jurisdiction and issuer – and maps the opportunities for investors, bankers and lawyers – to position themselves to be the first in growing markets. This is a subscriber-only access article. You can request a free trial using the link below.
