In this interview conducted at the infra/STRUCTURE 2024 summit in Las Vegas, we explore the current landscape of the digital infrastructure sector. Our guest, Goncalo Bernardo, Partner at Palistar Capital, offers insights into the industry’s unprecedented challenges and opportunities in the face of deglobalisation, economic fluctuations, and technological advancements.

Throughout the discussion, Bernardo addresses several critical topics shaping the future of digital infrastructure. He examines how the significant growth in the sector has impacted the demand for capital and analyzes the role of changing interest rates in shaping the industry’s capital landscape. The conversation also delves into strategies for enhancing the resilience of digital infrastructure supply chains in light of recent global disruptions, considering their potential impact on project costs and timelines.

Bernardo shares Palistar Capital’s approach to addressing the evolving capital challenges in the alternative asset digital infrastructure sector, with a particular focus on the importance of sustainability in their investment decisions. He also provides insights into the assets that currently pique their interest and discusses ongoing projects.

The interview concludes with a geographical outlook, focusing on expectations for both the US market and global developments in the digital infrastructure space.

For those interested in continuing this vital conversation, mark your calendars for infra/STRUCTURE 2025, scheduled for October 15-16. More information is available here: https://www.infrastructuresummit.io/