When Digital Infrastructure Meets Energy Transition – Rick Phillips, Managing Partner | Axxeltrova скачать в хорошем качестве

When Digital Infrastructure Meets Energy Transition – Rick Phillips, Managing Partner | Axxeltrova

In this talk, Rick Phillips explains why digital infrastructure and the energy transition are no longer separate investment themes but a single, converging capital stack driven by AI, data centers, and power constraints. Drawing on his background in structured finance, private equity, and large-scale infrastructure deals, he shows how hyperscale data centers, fiber networks, battery energy storage, EV charging, and grid capacity must be financed as integrated systems rather than standalone assets. Phillips details how Axxeltrova structures SPV-based investments with long-term offtake agreements, enabling high leverage through institutional debt while de-risking equity via pre-sold capacity to hyperscalers. He also outlines why energy availability—not compute—will determine winners in the AI race, why China’s deregulated power strategy matters, and how Europe can still compete by aligning capital, infrastructure, and energy policy into bankable, scalable projects. About the speaker: Rick Phillips is Managing Partner of Axxeltrova Capital, leading investments in digital infrastructure, energy transition, and technology. With 30+ years in global markets, he previously managed Cisco Capital’s $20B financing portfolio in Emerging Markets. He is recognized for structuring innovative cross-border transactions and aligning institutional capital with long-term opportunities.