Investment Forum | London // Roundtable 1B: Carving out investment strategies for retrofit brownfield and edge data centers

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  • Investment Forum Breakout Room - Gallery 2 | 2nd Level
  • Investment & Markets
  • Edge Infra & Inference
terakraft

Speakers

Thor Johnsen

Thor Johnsen

Managing Partner, Digital Gravity Infrastructure Partners

Adriaan Oosthoek

Adriaan Oosthoek

Chairman, Portus DC

Giorgio Sbriglia

CEO & Chairman, Terakraft AI

Emma Strutton

Emma Strutton

Head of Channels, DCD

David Cortese

David Cortese

CSO, nLighten

This session addresses the split in the market between massive-scale hyperscale development and the growing opportunity in smaller, regional deployments.

  • Examining the benefits of retrofitting brownfield sites over greenfield developments
  • The investment thesis for the 30-40 megawatt data center versus the new standard of 100+ megawatt campuses
  • How will moving to inference datacentres influence edge investment decisions?
  • Assessing demand for enterprise and edge/granular collocation tenants, and whether these requirements are being met by traditional cloud or new neocloud providers
    What is the outlook for M&A across edge operators?