Investment Forum | New York // Panel: Are current data center growth projections sustainable?

In an era of explosive growth, investors and lenders are navigating the high-stakes, uncertain environment of AI infrastructure, where hardware becomes obsolete almost as fast as new facilities are built. This panel will explore how industry players are approaching asset valuation and underwriting in this rapidly changing landscape, while also debating the long-term sustainability of the current growth trajectory and whether recent market moves are signs of a potential "AI bubble”.

• How are investors and lenders approaching asset valuation and underwriting in an environment of rapid hardware obsolescence? How will the industry handle the influx of chips if construction doesn't keep pace?
• How long will the current rapid growth continue, and when might it begin to taper off?
• Are market moves such as lease pullbacks and Deepseek simply bumps in the road?
• Are we in an ‘AI bubble’ and if yes, when will it pop?