ANALYST PRESENTATION: THE AI INFRASTRUCTURE REPORT

Tuesday, October 6, 2026 1:00 PM to 1:30 PM · 30 min. (America/Los_Angeles)
Neocloud Forum
Analyst Presentation
EnergyAIHyperscaleNeocloudData Centre

Information

Head of Research Jabez Tan presents the newly published AI Infrastructure Report, condensing a 300-slide deck into a 30-minute session. The report is Structure Research's bottom-up analysis of the total addressable market for AI infrastructure, using silicon and energy as the baselines to measure and project exactly how much demand is going to be created by AI and hyperscale, and how much data centre infrastructure capacity will be needed to serve it.

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