From Megabytes to Megadeals: A lender’s perspective on the data centre boom reshaping infrastructure finance

This report was produced by NORD/LB, a member of IPFA. 

Data centres are now routinely among the largest and most dynamic transactions in infrastructure finance.

The surge in global data consumption and the rapid expansion of AI are transforming not just the scale of digital infrastructure investment, but its structure, pace, and the demands it places on lenders.

In NORD/LB’s latest thought leadership piece, Michael McCarthy, Maniesh Khatri, Sean Cook, Neil Wilson, and Duncan Gibson examine the forces reshaping the sector – from hyperscaler demand and power constraints to the growing ticket sizes and execution requirements that define today’s market.

Read the full piece, which explores the dynamics driving data centre investment, the constraints shaping which projects get built, and how NORD/LB is positioning itself to lead in one of infrastructure finance’s most active sectors.