Investment Forum | New York // Opening keynote fireside: The impact of AI breakthroughs on the future of data center investment

Is AI about to disrupt traditional data center investment strategies? Recent claims of dramatically reduced AI training costs have sparked debate, with some questioning whether these figures are exaggerated. If true, could this reshape the economics of data center infrastructure, reducing the need for large-scale power and compute investments? Or are investors underestimating the real costs, leading to miscalculated risks and missed opportunities? This keynote will examine the latest developments, their potential impact on investment strategies, and the uncertainties shaping the industry's future.