Connect | Virginia // Welcome Panel: 15-year bets in a 6-month world - The AI Infrastructure Dilemma

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Speakers

Harsha Bojja

Principal AI Platform Architect, Google

Ana Maria Ordonez

Global Principal Architect - Global Alliances, Equinix

Brian Hearst

Data Center & Life Sciences Builders Risk Leader, Aon's Construction and Infrastructure Practice, Aon

Richard Choe

Executive Director, Equity Research, J.P. Morgan

Becky Wacker

Becky Wacker

Vice President – Data Center Solutions, Trane

Dan Loosemore

CEO, InfraXmedia

AI models now evolve every six months, but data center infrastructure remains a 15-year investment. This widening gap leaves operators navigating political uncertainty, economic pressure, and a marketplace obsessed with rapid scale. While U.S. policy points to significant public investment in AI and semiconductors, looming budget scrutiny and election-year volatility raise questions about how much will truly materialize.

Mega-projects like Stargate capture headlines with visions of limitless compute, but who really has the power, land, or capital to deliver? Traditional data centers may prove more resilient, yet they too face mounting pressure to adapt in an AI economy that’s moving faster than anyone can plan for. Join this panel to discuss:

  • Real-time ROI: When will investments come to fruition?
  • Spend money to make money: What are the best technological investments you can make today?
  • Slow & steady: Does the industry have to accept we have overbuilt for an AI future thats evolving too fast to plan for?