AI and digitalisation are driving rapid data-centre investment across APAC. In this first episode of APAC CreditCast, we discuss demand, power and grid constraints, project execution, financing, and the key credit risks shaping the sector.
- (00:00) - Introduction: APAC’s Data-Centre Growth Story
- (01:15) - Demand Outlook: AI, Cloud and Digitalisation
- (03:06) - Where Growth Is Concentrating Across APAC
- (04:33) - From Pipeline to Delivery: What Determines Viability?
- (06:17) - Credit Analysis: Cash Flows, Sponsors and Protections
- (08:13) - Key Risks and Early Warning Indicators
- (09:50) - Financing Trends and New Deal Structures
- (10:28) - Conclusion: Deliverability Is the Key Differentiator
What is APAC CreditCast?
A new flagship podcast that brings you fresh insights, thought leadership, and expert conversations on Asia Pacific.