Power. Land. Capital. Talent. — What Will Shape the Pace of Expansion?
Thu, Nov 19
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11:50 AM - 12:30 PM
Session details:
- Where competing pressures — energy, land, capital, and compute demand — are reshaping site selection and expansion decisions
- How power availability and transmission constraints are emerging as primary gating factors against accelerating AI-driven demand
- What shifting capital flows reveal about risk tolerance, return expectations, and long-term confidence in data center and network expansion
- Where workforce shortages, supply chain constraints, and equipment lead times are actively slowing or redefining deployment timelines
