Agenda IIGS27

Panel: Beyond the bubble: investing in the backbone of the AI era

22 Feb 2027

10:20 - 11:00

Plenary

Reframing the AI bubble question around long-term infrastructure – short-term hype
Is the pace of spending and scale of AI capex sustainable, or a sign of bubble-like overcommitment?
How can investors distinguish structural demand from temporary AI-driven capacity requirements?

Speakers

Harry Seekings, Partner, Chair of Apollo Infrastructure Group and Head of Infrastructure Equity - Apollo Global Management

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