PwC Workshop: Data centre capex peak: Stress‑testing the next investment cycle (Invite-only)

AI is driving the largest data‑centre investment cycle in history – but the outcome is far from settled. 

Will AI demand accelerate faster than infrastructure can be built? Will chip constraints, export controls and power bottlenecks derail today’s plans? And how do emerging neo‑cloud models change who wins – and who risks overbuilding? 

In this session, PwC will share new global analysis on the future of AI infrastructure investment, followed by a panel discussion with industry leaders testing the scenarios that could reshape the market. Together, we’ll examine how different AI adoption paths, the rise of specialist and neo‑cloud platforms, supply constraints and geopolitical pressures could drive materially different outcomes for capital deployment, asset risk and returns. 

The session is designed to create space for informed discussion, comparison of perspectives and practical challenge — giving participants the opportunity to explore where assumptions hold, where they break, and what decisions matter most in the years ahead. 

To inquire about attending please email louise.burrett@techoraco.com