Investment Forum | New York // Panel: Risk or Reward? Evaluating investment opportunities in high-density data centers for AI and advanced computing
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- Investment & Markets
- Open Session
Speakers

CTO & Managing Partner, Aurum Equity Partners

VC, Cloud Infra and Cybersecurity, Sixty Degree Capital

Analyst, Datacenter Infrastructure and Services, S&P Global Market Intelligence

EVP Data Center Investments- Americas, Thor Equities

Founder, Aone Partners
The rise of AI and advanced computing is creating unprecedented demand for high-density data centers. While the potential returns are substantial, the path forward is fraught with challenges. Financing these capital-intensive facilities, addressing uncertainties around AI demand, and managing tenant quality are just a few of the critical issues shaping investment decisions. Are the opportunities worth the risks, or is the industry at risk of overestimating growth?
Attendees will gain insights into:
- Balancing opportunity and risk: Are investors overly optimistic about the profitability of these facilities, or are the risks justified by the potential returns?
- Tenant reliability: How can operators mitigate risks associated with less established AI tenants while ensuring sustainable growth?
- Centralized vs. edge: Will ultra-low-latency hosting drive the need for edge deployments, or can centralized data centers accommodate the evolving requirements for inferencing?