AI demand has created an unprecedented appetite for digital infrastructure capital, but not every project is investable, and power availability, higher interest rates and tighter credit are forcing hard choices. This session examines what investors look for when funding digital infrastructure for AI, from fiber and edge assets to towers and power, and who gets funded as power, debt and AI demand collide. Panelists will discuss the characteristics of bankable projects, how contracted revenue, hyperscaler commitments and customer quality affect financing, how power constraints affect underwriting, and the role of private credit, infrastructure funds and securitization. The conversation will address the risk of overbuilding and which segments and business models offer the most durable returns and the best terms. Attendees will leave with a sharper framework for assessing AI-related infrastructure investments.