In this episode of Talking Global Infrastructure, Vlad Benn, our Policy and Research Manager, is joined by Andrew Jay, Head of Data Centre Solutions at CBRE, and Andrew Tobin, Director and Head of Data Centres at Turner & Townsend, to explore the forces shaping the future of data centre investment.

They delve into the rapid growth driven by AI and cloud adoption, along with the complex challenges of securing reliable power, navigating planning hurdles, and addressing sustainability targets. Drawing on frontline experience, our guests unpack the key demand drivers, the impact of supply chain constraints, and the opportunities emerging from innovative technologies and energy solutions.

With investment flows into data centres topping $60bn during the first half of 2025, the conversation also examines how changing capital dynamics and evolving market structures are influencing the sector’s trajectory. From the rise of neo-cloud companies offering GPU-as-a-service to the ongoing waves of cloud adoption, you can hear which trends are truly bankable and built to last.