2026 Agenda

The agenda for Datacloud USA 2026 is currently under development, in partnership with the people leading the industry - below is the 2025 agenda to give you an idea of what to expect.

Want to help form the 2026 agenda? Get in touch on the right with any ideas, subjects or proposed speakers.

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09:00
  1. The Nuclear for AI Summit is a high level, invitation only gathering designed to accelerate the deployment of advanced nuclear energy to meet rapidly growing AI driven power demand. Developed by Datac …
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  1. This roundtable will unite financing and investment teams from operators, neoclouds, and hyperscalers, with select PE firms and bankers for a facilitated discussion around data center investment. Topi …
  2. Invite-only, open to Talent in digital infrastructure cohort only
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  1. 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 …
10:20
  1. The greatest challenge to expanding AI data centers continues to be accessed to power and grid connections. Initiatives backed by PJM states and the Data Center Coalition (DCC) incentivise obtaining g …
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    This is a unique opportunity for our VIP pass holders and keynote speakers to connect over refreshments, behind closed doors, unpacking the key takeaways from the keynote sessions. 
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    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 …
    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 …
12:00
  1. A chance to run your own roundtable with up to select 25 participants.  
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    Flexible, non‑firm interconnection models offer a potential solution to bypass bottlenecks created by time limited grid constraints. But how can such models work in practice – contractually, operation …
    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: w …
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    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 …
    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 …
15:00
    This session unites visionaries and leaders driving AI innovation from the next generation of players – the neoclouds. This will be an interactive, facilitated discussion, followed by refreshments and …
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    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 …
16:00
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    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 …
    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 …
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  1. 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 …
10:40
  1. 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 …
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    A two-part session featuring four rapid-fire project spotlights followed by expert panel interrogation    BYOG and BESS for data centers are widely talked about, but far fewer projects actually exist  …
    Power is increasingly dominating priorities as we expand into building AI data centers, and for good reason. This doesn’t mean we should detract focus from resiliency and leveraging the tools and tech …
12:20
    The total addressable GPU-as-a-service market is expected to grow at 35% a year, reaching $260 billion by 2030. Given the lower-price point for enterprise, data sovereignty benefits, and proximity to …
13:00
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  1. 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 …
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