Fireside: The infrastructure layer: Data centres, energy, and the compute buildout opportunity
– Assessing the private market opportunity across the AI infrastructure stack, from data centres and networking to power and cooling
– How are hyperscaler commitments, sovereign AI strategies, and co-location demand reshaping infrastructure return profiles?
– Navigating the capital intensity, long lead times, and energy constraints that define large-scale compute investment
– How are hyperscaler commitments, sovereign AI strategies, and co-location demand reshaping infrastructure return profiles?
– Navigating the capital intensity, long lead times, and energy constraints that define large-scale compute investment