This episode will be available to stream at 09:00am ET

Digital infrastructure is becoming increasingly entangled with global geopolitics, data, AI and compute, moving beyond commercial drivers and into the realm of strategic national assets. This shift is fundamentally changing how governments, investors and operators think about risk and control, and is no longer theoretical; it is already playing out in real terms and beginning to influence where and how infrastructure is deployed. Join this discussion to unpack:

• How AI, data and compute have evolved into strategic assets, and why data centers are now being drawn into conflict
• The growing influence of data sovereignty and localization laws on deployment decisions
• The role of geopolitics in shaping market growth beyond commercial demand
• How operators and investors are adapting to geopolitical risk and uncertainty