WHY AI INFRASTRUCTURE PROGRAMS TURN RED TOO LATE; AND WHAT IT COSTS OWNERS

As AI and cloud demand accelerate, the industry faces a new challenge: delivering digital infrastructure at a scale and speed not previously required. Meeting that demand requires more than available land or announced capacity, it requires coordinated planning across power, connectivity, water and supporting infrastructure and a willingness to deploy capital. This session will explore the evolving requirements behind large-scale AI infrastructure development and examine how power availability, infrastructure integration and execution readiness influence where and how the next generation of digital infrastructure is deployed. Attendees will gain perspective on the conditions needed to move projects from concept to execution and support long-term hyperscale growth.