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Revisiting the investor perspective of the AI hype cycle
This session took place on April 17, 2025
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Revisiting the investor perspective of the AI hype cycle
This episode is available to stream on-demand.
2024 and the start of 2025 have resulted in a seismic shift in the data center investment landscape. In this episode, we will reflect on how the AI investment landscape has really changed over the past year, and whether AI has lived up to expectations for investors. This discussion will also consider the future of the AI investment landscape, including potential inhibitors to growth, and how investors can capitalize on opportunities. We will explore:
- Moving beyond the 'hype phase' - what has been the tangible infrastructure and investment growth?
- Bottlenecks to expansion, and how investors are responding
- Data centers, AI and power investments - the start of a convergence?
- The impact of ESG and energy regulation on AI investment