Investor Briefing

9:00 – 9:05 am
Welcome Remarks

9:05 – 9:30 am
Opening Keynote

9:30 – 10:00 am
Sponsored Keynote

10:00 – 10:30 am
Presentation | Charting the AI roadmap: Keeping up with chip advancements

AI advancements and chip design are reshaping how we think about data center design, power, cooling, and management. Hear from Omdia analysts how server architecture and rack-level power capacity are evolving, the challenges and opportunities these changes bring to electrical equipment and cooling technology, and how it all fits into the AI bubble debate.

10:45 – 11:15 am
Panel | Capital on tap: Ensuring investment keeps pace with AI scaling

McKinsey estimates that the world needs $106 trillion in investment through 2040 to meet global infrastructure needs, with $19 trillion for digital infrastructure alone. Combined with the enormous existing commitments into data centers, this demand means securing fresh capital presents a critical potential roadblock to delivering data center and power infrastructure at scale. On the flip side lies the risk of overbuild if AI demand cools, companies consolidate, or capacity needs fluctuate based on technology breakthroughs such as GPU design.

• Are existing sources of capital enough to meet investment projections?

• Are there new investors and capital sources to fund AI-driven data center growth?

• What are the risks of overbuild, consolidation, and technology disruption on future investment?

• What does the end-game look like for data center investors?

11:15 – 12:00 pm
Panel | How innovation and collaboration fuel the data center ecosystem

Explore how data center operators, customers, and solution providers are working together to drive innovation, address complex challenges, create new opportunities, and drive returns for stakeholders. As the data center ecosystem becomes increasingly complex, this collaboration will be key to overcoming the growing number of operational, technology, and compliance challenges.

• Understand the evolution of the data center ecosystem and the roles of key stakeholders including operators, end-users and solution providers

• Learn strategies for fostering greater collaboration to achieve long-term success

• Explore how stakeholders work together to take on the industry’s biggest problems

• Create of new partnerships in response to emerging demands and technologies

• See how data center customers benefit from this innovation ecosystem

1:00 – 1:45 pm
Innovation Series | Watt’s Hot

Hear three high-impact, 15-minute takes on the latest insights and innovations driving power dynamics, cooling systems, and operational efficiencies, and the implications for data center ROI.

1:00 – 1:15 pm | Watt's Hot: Power
1:15 – 1:30 pm | Watt's Hot: Cooling
1:30 – 1:45 pm | Watt's Hot: Software Efficiency

1:45 – 2:30 pm
Panel | Risk and Resilience: Overcoming Operational Challenges

• Uptime and reliability are the backbone of the data center industry, and the importance only rises as AI and other data center workloads increase in strategic importance. Risks include operational factors such as securing reliable energy and securing against physical and cyber threats, to macro factors such as fast-changing customer requirements and technological shifts and obsolescence. Learn how operators assess and mitigate the biggest risks, ensuring long-term stability in a rapidly changing landscape.

  • Securing reliable, sustainable and scalable energy supply including on-site power, electrification, storage and efficiency tools

  • Designing to adapt to growing and changing customer needs, including capacity planning, cooling specifications, workload density, and energy loads

  • Building robust security to safeguard against physical and cyber threats

  • Creating a framework to assess technology obsolescence: is it inevitable?

4:45 – 3:15 pm
Presentation | Navigating a Shifting Regulatory Landscape

In July 2025, the US federal government set out an AI Action Plan, creating a goal of achieving “global dominance in artificial intelligence” based around three key pillars, one being AI infrastructure. This presentation explores how US policy and regulatory frameworks are evolving, where those could streamline and accelerate AI, data center, and energy infrastructure, and what could slow down development.

3:15 – 4:00 pm
Panel | Not in My Backyard: Diffusing tensions and accelerating approvals

Regardless of federal policies on AI infrastructure deployment, local zoning and permitting regulations and public opinion are having a major impact on the pace of data center development. According to Data Center Watch, over $64 billion in US data center projects have been blocked or delayed due to local opposition and regulatory challenges. This panel examines how zoning and permitting can inhibit data center construction and expansion, and how collaboration with government, local community stakeholders, and utility and grid operators can help defuse tensions and avert pushback as data center deployments surge.

• What are the major zoning and permitting bottlenecks impacting new data center deployments?

• How are growing energy constraints leading to grid connection delays, and can standardized interconnection rules help accelerate interconnection of increasingly high-load projects?

• How collaboration and partnerships with local communities and government agencies can fast-track approvals and overcome barriers

• Not in my backyard: How are growing community concerns towards data centers slowing down growth, and what new measures can be introduced to foster trust and support?