2026 Event Schedule
Investor Briefing: Panel | Capital on Tap: Will Investment Keep Pace with AI Scaling?
Genevieve Maltais-Boisvert (Managing Director, DigitalBridge Investment Management)
Marc Sorel (Partner, McKinsey & Company)
John Medina (Senior Vice President Global Project and Infrastructure Finance, Moody's Ratings)
Location: 202B
Date: Monday, April 20
Time: 10:45 am - 11:15 am
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Session Type:
Investor Briefing
Vault Recording: TBD
McKinsey estimates that the world needs $106 trillion in investment through 2040 to meet global infrastructure needs, with $19 trillion for digital infrastructure alone. Combined with the enormous existing commitments into data centers, this demand means securing fresh capital presents a critical potential roadblock to delivering data center and power infrastructure at scale. On the flip side lies the risk of overbuild if AI demand cools, companies consolidate, or capacity needs fluctuate based on technology breakthroughs such as GPU design.
Discussion points:
- Are existing sources of capital enough to meet investment projections?
- Are there new investors and capital sources to fund AI-driven data center growth?
- What are the risks of overbuild, consolidation, and technology disruption on future investment?
- What does the end-game look like for data center investors?