Investment Forum | New York // Panel: Breaking the power barrier - strategies to fuel data centers' next decade of growth
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- Investment Forum Main Stage
- Investment & Markets
- Open Session
Speakers
Josh Pang
Head of Digital Infrastructure, Apollo
Eric Wittleder
Managing Director, Investments, Brookfield
Co-Founder & President, Applied Digital
Chief Investment Officer, Switch
Firmwide Co-Chair, Data Centers & Digital Infrastructure, Perkins Coie
With an eye on a sustainable future, stakeholders are exploring innovative solutions for data center expansion, including operator-utility joint ventures, behind-the-meter energy solutions, and the resurgence of nuclear power, all while navigating the complexities of new legislation like the One Big Beautiful Bill Act. This panel will explore the investment opportunities and challenges of these innovative energy solutions and new business models, as well as the short- and long-term impacts of the regulatory environment on data center growth.
- Are operator-utility JVs the future of datacenter expansion in the US? What benefits and drawbacks do these models have?
- Deep dive into the investment opportunities and challenges of BTM solutions. How are these solutions being structured and funded, and what are the efficiency and scalability considerations?
- How will nuclear power resurge as a power solution for data centers? What solutions are best in the short term?
- What impact will the One Big Beautiful Bill Act have on data center growth potential? How are operators navigating this and what solutions are they looking to?