Agenda - Day 2
Datacentre Leaders Panel: How are operators deploying capital to scale amid power and land constraints?
• How are bubble and overbuild risk being assessed? And what protections are being put in place?
• Is capital flowing away from FLAPD markets?
• How are operators modelling power demand for AI training workloads v. inferencing at the edge?
• As projects scale to 2+GWs, how are phasing, land banking and anchor contracts unlocking capital?
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Moderator
Thomas Solelhac
Partner
EY-Parthenon -
Speaker
Thomas Solelhac
Partner
EY-Parthenon -
Speaker
Nick Haslehurst
CFO EMEA
Vantage Data Centers -
Speaker
Will Innes
SVP - Global Head of Investments
NTT Global Data Centers -
Speaker
Iain Cran
Senior Director, Regional Finance EMEA
Equinix -
Speaker
Michiel de Roij
Senior Director Acquisitions & Investments EMEA
Digital Realty -
Speaker
Erik van den Berg
Principal
Blue Owl Capital
