VivoPower PLC (NASDAQ:VIVO, FRA:51J) said on Thursday that its chief investment officer Alex Cuppage will speak at KBRA’s European Data Centers Event in London later this month, where discussions are expected to focus on AI infrastructure financing and power access challenges facing the sector.
According to VivoPower, the presentation will center on the company’s sovereign AI compute infrastructure strategy and the expansion of its “Power-to-X” platform, which involves the development, ownership and leasing of powered land and data center assets intended for AI compute applications.
The company said Cuppage will represent VivoPower in a session =moderated by Killian Walsh, managing director of structured finance at KBRA, and will include other industry participants.
Cuppage said the AI infrastructure market is experiencing a “fundamental shift” as sovereign priorities become increasingly important and power access overtakes capital availability as the industry’s key constraint.
“VivoPower's model is built around controlling that power scarcity at scale, retaining end cash flows in a permanent capital vehicle, and working side by side with sovereigns to deliver their nations' AI infrastructure,” Cuppage said in a statement ahead of the presentation.
He added that the company looks forward to discussing how changing market dynamics could reshape financing and structuring models for AI infrastructure assets.
The panel is expected to examine financing structures for data centers, increasing pressure on power availability, and the role of infrastructure-focused capital in supporting rising AI-related compute demand.
KBRA’s event will bring together data center operators, financiers and ratings specialists to discuss trends affecting data center capital markets. Topics are set to include power supply limitations, shifts away from traditional real estate financing approaches, and emerging funding structures such as project finance, structured credit, joint ventures and asset-backed securities.
Walsh said the rapid growth of AI infrastructure is moving data center financing beyond conventional real estate models and toward a broader range of capital markets structures.
“As market participants explore a wider range of capital sources and structures spanning project finance, CMBS, ABS, and corporate-linked transactions, KBRA will continue to provide rigorous, thoughtful, and transparent analysis of the credit risks and structural features that drive transaction credit quality and help investors evaluate risks across evolving structures,” Walsh said.