Investment Forum | London // The race for power: Investment and financing strategies in a rapidly changing and supply constrained landscape
- —
- Investment Forum Main Stage - Gallery 1 | 2nd Level
- Investment & Markets
- Energy & Sustainability
Speakers
Tomas Peshkatari
Managing Director , GIP
Rob Silvester
CRO, Ark DC
David Bloom
Founder & Chairman, Kao Data
Jasmine Ko
Investment Director, Antin Infrastructure Partners
Partner, Ashurst Perkins Coie
Jane Rueger
Partner, Ashurst Perkins Coie
This panel combines the industry's capacity constraint due to power scarcity with the need to future-proof investments across facilities for new, high-density AI workloads.
- Is onsite generation a permanent solution or a bridge solution until grid access becomes available?
- Investigating the sudden strain on EMEA AI development goals as a global energy scarcity forces operators, investors and governments to reassess expansion and partnerships
- Which EMEA markets are set up for significant growth because of their energy availability?
- Evaluating the investment case for emerging nuclear power options
- Analysing the lag between AI demand and constrained capacity (electricity, build time) and how investors can bypass these bottlenecks
