Data Center World 2025
Investor Forum: Session 4: Beyond Hyperscale: Emerging Investment Opportunities
David Hirsch (Advisor, Airlayer)
Jay Graham (Principal, Investments & Strategy , Tract Capital Management)
Lynn Lyon (Regional Development, Modern Hydrogen)
Location: Room 201
Date: Tuesday, April 15
Time: 2:45 pm - 3:30 pm
Pass Type: AFCOM Solution Provider, All Access Conference, Industry Conference, Standard Conference - Get your pass now!
Session Type: Investor Forum
Vault Recording: TBD
Identify high-impact investment opportunities in emerging markets and non-traditional segments, including software, logistics, energy infrastructure, and innovative hybrid power solutions. This session delves into the Vendor and Client Ecosystem associated with data centers, highlights the biggest pain points in data center deployments—past, present, and future—and explores the companies poised to mitigate those challenges. Gain insights into untapped markets, the competitive landscape, and actionable strategies for successful entry.
Takeaway
1. Explore untapped opportunities in software, logistics, hardware, and hybrid power solutions.
2. Learn about the Vendor and Client Ecosystem within the data center landscape.
3. Understand historical, current, and future pain points of data center deployments and strategies to address them.
4. Identify companies leading efforts to mitigate deployment challenges and assess the competitive landscape.
5. Strategize entry into emerging markets at various investment levels, leveraging insights into growth dynamics in developing regions and sectors.
6. Identifying bubbles in the data center industry and planning around them.