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Panel discussion: AI infrastructure investment – unprecedented opportunity or overheating?
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
AI is driving an insatiable demand for infrastructure but also raising questions about sustainability, delivery capacity, and long-term returns. Investors and operators are increasingly scrutinizing whether the current cycle is structurally robust.
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Is AI demand for infrastructure translating into durable revenue and returns, or are speculative builds creating risk?
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How are investors underwriting power, timeline and utilisation risks?
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Where does fiber sit in the AI investment value stack, and where are returns on connectivity being captured?
