This episode will be available to stream at 2:00pm ET
As densities rise, so do investments. From data center expansions, specialized silicon, and next-gen cooling, are these infrastructure bets economically safe, or are we chasing unproven ROI in a hype cycle? This episode questions AI's economic viability, focusing on the capital efficiency, risk exposure, and long-term returns of AI-centric infrastructure. Learn how factors like energy constraints and chip supply volatility impact financial outcomes for operators and investors. Join this episode to:
- Assess the ROI for AI infrastructure across training vs. inference workloads
- Explore how power, cooling, and site selection affect financial viability
- Understand how evolving AI workloads shift datacenter value propositions for investors
- How investors can understand the metrics, benchmarks and use cases of AI data centers
