Panel: The transformative era of AI:  Current demand vs long-term infrastructure value 

• Separating AI hype from durable demand: How are investors stress-testing AI assumptions? Is AI transforming digital infrastructure as an asset class?  

• Supply challenges: Is power the real constraint? Grid access, permitting timelines, energy and water strategies  

• Governance, regulatory, geopolitical and data sovereignty risk  

• Defining “durable value” – what does it mean in 10–20 years underwriting?  

• Designing assets to avoid day-one obsolescence and managing uncertainty

Please note: Access requires an All Access Pass or an Investment & Finance pass.

Please visit this page for information on applying for a pass: https://www.datacloudglobalcongress.com/investment-summit-c7y9