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
