Keynote Panel: AI's growth engine: constructing digital infrastructure for the future

The data center industry is booming, and capex is expected to surpass $1trillion dollars by 2029. With new data centers in more rural locations this is subsequently fuelling the demand for new fibre buildouts to enable connectivity. This panel explores:

• Where is the emerging capacity in the US?
• How is data center design evolving to accommodate for AI?
• How are investors avoiding the stranded capital risk?
• Fibre investments to enable AI-ready data centers
• Investments inside the data center: stance on semiconductor investment amidst uncertainties