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Data Center World
April 20-23, 2026
Walter E. Washington Convention CenterWashington, D.C.
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AI Bubble: Debunking the Myths and Misconceptions

Manoj Sukumaran  (Practice Lead, Omdia)
Vlad Galabov  (Senior Director, Omdia)
Location: 207A
Date: Tuesday, April 21
Time: 1:00 pm - 1:45 pm
Pass Type: AFCOM Solution Provider, All Access Conference, Industry Conference, Standard Conference - Get your pass now!
Track: Emerging IT & Data Center Technologies
Session Type: Conference Session
Vault Recording: TBD
Audience Level: All Audiences
Manoj Sukumaran
Vlad Galabov

The rapid acceleration of data center build and AI investment has brought on concerns of a bubble amongst investors, politicians and even technology vendors. In this session we will debunk the myths and misconceptions of an AI bubble looking at adoption trends, development roadmaps and capacity requirments now and in the future. Practical case studies will be used to provide colour and breing each point to life. This will be an opportunity for anyone concerned about the pace of growth in the industry to check in with analysts studying it day in and day out.