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