Partner, Cuddy + Fedder, LLC
The AI boom is transforming digital infrastructure investment, fueling demand for high-density, low-latency, and energy-intensive data centers. This session examines where capital is flowing, from hyperscale campuses and GPU-optimized colocation to edge AI nodes and advanced cooling systems. Panelists will explore deployment trends, valuation shifts, and power constraints, and assess how hyperscaler commitments are shaping long-term returns and investment strategies across the data center ecosystem.
Moderator
Speakers
Partner & Chief Revenue Officer, Accelerate
Managing Director, Head of Digital Infrastructure, Fengate
Senior Vice President and General Manager, Telamon
