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Opening Keynote: Global Scaling and Power the Future of Data Centers in the AI era. Deep Dive into Hyperscale Build Outlook and Colocation Leasing Trade offs.

Wednesday 4 June 2025
Keynote Theatre
Keynote Stage

Enterprise client’s requirements are evolving due to AI booming and driving GPU, TPU, NPU demands.  Enterprises are ignited by AI adoption including AI training models, agentic algorithms, all requiring an enormous amount of energy to power the new builds of AI factories and scale the data center global fleets.   Numerous industry analysts predict the global infrastructure spending shall exceed US$61Billions by 2029 with  megawatt capacity per rack density deployment will appear in the next 24-36 months. 

As the demand increases drastically across the globe, tradeoffs of design requirements in the build architecture require a rethink for grid energy capacity and in the leasing of third-party data centers just to stay ahead of the rapid pace of change. 

Chairperson
Susanna Kass, Senior Advisor to Sidewalk Infrastructure Partners (SIP) - Operating Partner, Digital Gravity Infrastructure Partners
Speakers
Val Walsh, VP - Microsoft
Celeste Grebe, VP of Finance - Coreweave
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