Investment Forum | London // Panel Discussion: Billion-dollar bets - navigating the next wave of data center investments

In the new AI era, investors are grappling with how to identify truly sustainable opportunities amidst a flurry of new prospects, while also assessing the strength of their confidence in AI-linked projects. Concurrently, energy and land bottlenecks are becoming critical impediments to growth across EMEA, demanding innovative solutions and raising concerns about whether the industry risks overbuilding or entering an investment bubble.

This panel will analyze how investors are identifying sustainable opportunities within a market flooded with new prospects and the true strength of investor confidence in AI-linked projects. We will examine how energy and land bottlenecks are affecting growth across EMEA and explore potential solutions. The discussion will also delve into reasonable projections for building capacity and the investment needed to fulfil growth until 2030, critically assessing whether the industry is at risk of overbuilding or being in an investment bubble.