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High-density, high-risk? Managing risks from AI investments

This session took place on July 17, 2025

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High-density, high-risk? Managing risks from AI investments

This episode will be available to stream at 9:00am ET

Valued at around $324 billion dollars globally, the digital infrastructure industry represents a once-in-a-generation investment opportunity. The AI boom has exacerbated an already rapidly expanding market, but comes as a higher-risk investment that investors must manage. This episode will explore:

  • The AI investment landscape in 2025 - where will the biggest opportunities lie?
  • The investment opportunities of training vs inference workloads
  • Overcoming challenges in financing large AI data centers
  • Risk management and infrastructure planning methodologies
Speakers