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Agenda - Day 1

11:35

Datacenter Leaders: M&A Developments and The Next Evolution of Datacenter Investment 

  • Analysing datacenter financing and M&A trends, including the need for capital and the bifurcated investment landscape between hyperscalers and colocation assets
  • What is the future of datacenters and AI integration, including the shift towards GPU-based infrastructure and the potential for smaller, modular datacenters to support enterprise AI application?
  • Examining the challenges around power access and the impact that energy limitations are having on capacity, pricing, and market dynamics
  • The evolving datacenter design and configuration requirements to accommodate higher rack densities, liquid cooling solutions, and the need to modernize legacy infrastructure.   

  • Chair

    Luke Laumann
    Partner
    Weil

  • Speaker

    Sharif Metwalli
    CFO
    Vantage Data Centers

  • Speaker

    Madonna Park
    CFO
    Switch

  • Speaker

    Keith Taylor
    EVP & CFO
    Equinix

  • Speaker

    Santhosh Rao
    Managing Director, Head of Digital Infrastructure
    MUFG