2026 Event Schedule
The Great Buildout: Risk, Hype, and the Future of Data Centers
The data center sector is booming, but is it booming too fast? This panel brings together leading investors, analysts, and infrastructure experts to explore whether the current surge in data center development is a sustainable growth story or a speculative bubble on the brink. Panelists will weigh in on valuation trends, financing structures, regulatory headwinds, and the role of AI and SMRs in driving demand. Is this the next trillion-dollar opportunity, or are we overbuilding the backbone of the internet?