2026 Agenda

Join us for a visionary opening keynote from one of the leaders shaping the future of digital infrastructure.  

All forecasts show phenomenal growth in US data center power requirements, with the sector set to make up an ever more significant portion of total national electricity consumption. With the face of A …

The insatiable demand for AI is really a demand for power, and right now that demand is outpacing the grid’s decade-long development cycles.   What are the pathways to accelerate capacity in constrain …

Natural gas has become the near‑term technology of choice to meet surging data‑center power needs, with operators turning to behind‑the‑meter turbines and engines to secure firm capacity quickly.  Yet …

On the BYOP side, developers face long‑lead gas‑turbine backlogs, constrained EPC capacity, and new metal/component tariffs that complicate budgets and timelines. On the grid‑connection side, multi‑ye …

More than 40% of today’s data centers are powered by natural gas, according to the IEA. While solar and other renewable sources only account for 24%, this energy mix is likely to change as tech compan …

Join us for a visionary opening keynote from one of the leaders shaping the future of digital infrastructure.  

The greatest challenge to expanding AI data centers continues to be access to power and grid connections. Initiatives backed by PJM states and the DCC.

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The dynamics of digital infrastructure have completely changed and are still changing. From financing to design, construction, operations and business models, every great opportunity comes with it’s own set of unique challenges. Insatiable AI demand is creating bottlenecks everywhere from power availability to in-rack hardware, and the split between training and inference is increasing the demand for both gigawatt scale campuses and modular deployments.  

Speed-to-market is the key priority when it comes to hyperscale deployment, driven by rising compute demand and capacity expansion needs.   How is surging compute demand reshaping capacity planning an …

Increasing AI rack densities are driving the adoption of hybrid air-liquid cooling, with direct-to-chip cooling leading near-term. This panel explores:  • From interconnection to interoperability: whe …

The modular data center market is set to grow from $32.4billion to $85.2billion between 2024-2030, according to Research & Markets, largely driven by the surge in edge DCs needed for interference appl …

As AI drives higher densities and faster change, the most important decisions are made before construction begins. Design now defines how well data centres scale, adapt and perform over time. This ses …

With terrestrial data centers consuming 1.5% of global power, and with pressure rising on the already-strained grid, major tech companies are looking to new solutions for achieving their data storage requirements. This visionary keynote assesses the feasibility of orbital data centers, and whether they truly are the next frontier in digital infrastructure. 

Join us for a visionary opening keynote from one of the leaders shaping the future of digital infrastructure.  

After several years of capital formation, aggressive build‑out, and private equity inflows, digital infrastructure is entering a more disciplined phase. Higher interest rates, slower deployment timeli …

Please note: Access requires an All Access Pass or an Investment & Finance pass. Visit the following page for more information on securing your upgraded pass: Investment and Finance Forum | Datacloud USA 2026

Any attendees without the upgraded pass will be unable to attend this session. 

As more data centers secure capacity through bring-your-own-power (BYOP) and behind-the-meter (BTM) strategies, the real challenge begins after first energization. Operating a hybrid power stack - combining on-site generation, grid supply, and increasingly storage - introduces new layers of technical, commercial, and operational complexity. This session moves beyond connection to examine what it takes to run these systems reliably and efficiently at AI scale. 

Texas data center investments have been attracted by competitive electricity prices, business-friendly policies, and rapid interconnection speeds. ERCOT projects that peak summer power demand could ap …

McKinsey announced quantum computing could generate up to $97 billion in revenue from $4billion in 2024, and stories released publicly shows the move towards commercial quantum data centers, but there …

Co‑location with existing nuclear shows one near‑term pathway, while SMRs remain non‑operational for U.S. data centers and face licensing, fuel, and schedule hurdles. This session cuts past the talkin …

Data Centre Investment: Who Gets Funded When Power, Debt and AI Demand Collide? AI demand is accelerating, but capital is becoming far more disciplined. In a market constrained by power availability, …

Traditional insurance structures are evolving to address larger projects and increasingly complex risks, particularly around power. This panel will explore how innovative risk transfer solutions are u …

This town hall gives delegates the chance to hear candid insights from data center developers, fiber providers, municipalities, and adjacent sectors such as oil and gas projects, in successes and chal …

As more digital infrastructure assets mature into predictable, cash‑flowing assets, asset‑backed securitisation (ABS) has become a powerful financing tool to lower the cost of capital and unlock new s …

As AI adoption accelerates and gigawatt scale campuses are being deployed, data centers are one of the most active and fast-growing investment categories. This panel will discuss how investors are ada …

The Neocloud Summit brings insights from neoscalers, neoclouds, and their ecosystem partners to a content stage open for all attendees across data centers, fiber, power & energy, and investment who wish to find out how neoclouds are impacting the rest of the digital infrastructure ecosystem. Expect to hear insights from C-level leaders from neoscalers and neoclouds, as well as those building tomorrow's AI models, all discussing what collective actions must be taken to break bottlenecks and accelerate AI infrastructure deployment to meet insatiable demand.