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Keeping up with demand for digital infrastructure: An investor's perspective

This episode will stream live at 9:00am ET

The increased demand for data centers over the next few years have been well documented, driven by the digital economy, public appetite for data & generative AI. But how has this translated so far in 2024 from an investment perspective? This panel will discuss:

  • How the demand for digital infrastructure has shifted investment in 2024 so far
  • Investment hotspots within all aspects of digital infrastructure, including power generation, semiconductors, racks and data centers
  • How investors can capitalize on opportunities whilst maintaining diversified portfolios